David Kornberg is a registered investment advisor at Attessa Capital LLC, based in Tucson, AZ, with 9 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, High Net Worth, and 4 more. Their firm serves 246 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or reduced in certain circumstances.
Fee Estimator
Location
3060 N Swan Rd, Tucson, AZ, 85712
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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 Activities
David is an accountant, spending minimal time on this activity. He also serves as Treasurer and a Board Member for Archaeology Southwest, a non-profit organization, dedicating a few hours per week to this role.
Employment History
Current Registrations
Attessa Capital LLC
Previous Registrations
Sterling Investment Management, INC.
State Registrations2 states
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.