David Yvars is a CFP-designated registered investment advisor at The David J. Yvars Group INC., based in Valhalla, NY, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 489 clients with $360M 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 $500K | 3.00% |
| $500K - $1.0M | 2.20% |
| $1.0M - $5.0M | 1.60% |
| $5M+ | 1.40% |
Schedule shown is for Equity/Balanced portfolios. Fixed Income portfolios have a different schedule: First $500,000: 1.25%; Next $500,000: 1.10%; Next $4,000,000: 1.00%; Above $5,000,000: 0.80%. Fees, account minimums, and payment terms may be negotiable.
Fee Estimator
Location
400 Columbus Avenue, Suite 30S, Valhalla, NY, 10595
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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
The David J. Yvars Group INC.
Previous Registrations
The David J. Yvars Group, INC.
State Registrations2 states
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