David Levine
David Levine is a registered investment advisor at Capital Analysts, based in Woodland Hills, CA, with 20 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
21800 Burbank Blvd, Suite 200, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Financial
October 2018Other Business ActivitiesSells Insurance
David is an insurance agent focusing on fixed life and annuity sales and service. He receives residual trail commissions for old business but is no longer appointed with any outside insurance carrier, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Glp Investment Services, LLCBroker
Gwn Securities INC.Broker
Transamerica Financial Advisors, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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