David Meschel
David Meschel is a CFP-designated registered investment advisor at Meschel Wealth Management LLC, based in Yardley, PA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 156 clients with $99M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable at MWM's discretion.
Fee Estimator
Location
Yardley, PA
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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 an insurance broker selling life insurance, annuities, long-term care, and disability insurance, dedicating minimal time to this activity. He also owns residential real estate for rental to tenants through DMDM Partnership and as a sole proprietor, spending minimal time on these activities as well.
Employment History
Current Registrations
Meschel Wealth Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities CorporationBroker
Signator Investors, INC.
Signator Investors, INC.Broker
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.