David Feinman
David Feinman is a registered investment advisor at Silverlake Portfolio Advisors LLC, based in Los Angeles, CA, 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 Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 33 clients with $44M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.30% |
The value of accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged a higher annual management fee of 1.8%.
Fee Estimator
Location
Los Angeles, CA
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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 founder and principal of Nonlinear Music since 1990, composing, producing, and performing music for various media. He dedicates about 10-20% of his time to this activity, primarily outside of business hours, and earns fees and royalties.
Employment History
Current Registrations
Silverlake Portfolio Advisors LLC
Previous Registrations
Summit Portfolio Management LLC
State Registrations1 state
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