David Horvitz is a CFP-designated registered investment advisor at Cheviot Value Management, LLC, based in Beverly Hills, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 619 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees may be negotiable based on grandfathered accounts, related accounts, and special situations. Household accounts are aggregated for fee calculations.
Fee Estimator
Location
433 North Camden Drive, Suite 800, Beverly Hills, CA, 90210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cheviot Value Management, LLC
Previous Registrations
Cheviot Value Management, LLC
State Registrations2 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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