David Finkelstein is a registered investment advisor at Long Game Financial, LLC, based in Northbrook, IL, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $48M 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% |
| $2M+ | 0.75% |
If a client has assets in more than one account under management with Long Game Financial, then Long Game Financial calculates its investment management fee separately for each account.
Fee Estimator
Location
Northbrook, IL
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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 the Head of Growth with Airstack W3 Inc., leading marketing efforts for an enterprise software company. This activity takes nearly all of David's time.
Employment History
Current Registrations
Long Game Financial, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Carey Financial, LLCBroker
Morgan Stanley
Morgan StanleyBroker
John Thomas FinancialBroker
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.