David Lewinter is a ChFC-designated registered investment advisor at Lewinter Wealth Advisors, LLC, based in Boynton 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 85 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lewinter Wealth Advisors charges an annual fee based on the value of your portfolio. The fee is no more than 0.85% per year. The exact fee is negotiable and depends on the size of your portfolio and the services you receive. The fee is calculated each quarter and charged at the end of the quarter.
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lewinter Wealth Advisors, LLC
State Registrations4 states
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