David Schiller is a registered investment advisor at Arcanum Capital Management LLC, based in Syosset, NY. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 7 clients with $2.1M 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 $750K | 0.50% |
| $750K - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable based on various criteria. ACM also offers a performance-based fee structure for accounts over $1,100,000: 0.5% of the portfolio plus 15% of the annual portfolio performance above an agreed-upon benchmark/hurdle.
Fee Estimator
Location
Syosset, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the president of DCS, PLLC, a management consulting and tax services firm, since 2010. He spends a few hours per week on this activity.
Employment History
Current Registrations
Arcanum Capital Management LLC
State Registrations1 state
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