David Schelhorn
David Schelhorn is a registered investment advisor at Private Advisor Group, LLC, based in Bedminster, NJ, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
415 Main Street, Bedminster, NJ, 07921
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Regulatory History (1)
Regulatory
November 2013Other Business ActivitiesSells Insurance
David operates Main Street Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group, dedicating full-time hours to these activities. He also sells fixed insurance products, including life insurance, long-term care, and fixed annuities, spending minimal time on this.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations4 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.