David Shave
David Shave is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Brielle, NJ, with 12 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1027 Highway 70, Suite 102, Brielle, NJ, 08730
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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 partner at SFG Annuity Marketing, Inc. where he handles back-office tasks and makes decisions on health insurance and retirement plans. He also works as an insurance broker at Acorn Financial selling life insurance, fixed annuities, and long-term care insurance, and provides full-service financial planning as a CFP Practitioner at Acorn Financial Services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Ing Financial Partners, INC.Broker
State Registrations20 states
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