David Goldberger
David Goldberger is a CFP-designated registered investment advisor at Williams Jones Wealth Management, LLC, based in New York, NY, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,687 clients with $12B 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 |
|---|---|
| Any | 1.00% |
For tax exempt municipal bond assets, the annual investment advisory fee rate is generally no higher than .50% of the market value. Fees are potentially negotiable.
Fee Estimator
Location
717 Fifth Avenue, 11th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Williams Jones Wealth Management, LLC
Previous Registrations
Captrust
Capfinancial Securities, LLC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.