David Rookasin
David Rookasin is a registered investment advisor at Infinity Financial Services Advisory, based in Fairfield, CT, with 15 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, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
Fairfield, CT
Get directionsHistory
Regulatory History (2)
Financial
January 2020Regulatory
August 2019Other Business Activities
David is involved with Checkmate, selling software licenses, and Young for Life, providing health & wellness information. He spends minimal time on each of these non-investment related activities.
Employment History
Current Registrations
Infinity Financial Services Advisory
Previous Registrations
Infinity Financial Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan StanleyBroker
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.