David Young is a registered investment advisor at New England Private Wealth Advisors, LLC, based in Wellesley, MA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 434 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable based on anticipated future earnings, deposits, pre-existing relationships, and related accounts. Diversified Income Model Strategies are charged at a flat rate of 1.00%.
Fee Estimator
Location
36 Washington Street, Suite 280, Wellesley, MA, 02481-1922
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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 →Employment History
Current Registrations
New England Private Wealth Advisors, LLC
Previous Registrations
Manulife John Hancock Brokerage Services LLCBroker
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.
Exams
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