David Brask
David Brask is a registered investment advisor at Aaron Brask Capital, based in Lake Worth Beach, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aaron Brask Capital's investment management fees range from 0.25% to 1.50% annually, depending on the size and complexity of your account. Fees are calculated based on the value of your portfolio at the end of each quarter and are paid at the end of the quarter. Some clients may be offered a fixed fee.
Location
1005 Lake Avenue, Suite 220, Lake Worth Beach, FL, 33460
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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 →Other Business ActivitiesSells Insurance
David is a licensed insurance agent since 2020 and offers various insurance products to clients. He spends a few hours per week on insurance-related activities.
Employment History
Current Registrations
Aaron Brask Capital
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.