David Soohoo is a registered investment advisor at Angel Wealth Advisors, based in Astoria, NY, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Astoria, NY
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Regulatory History
Clean regulatory record
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
Angel Wealth Advisors
October 2025 - Present · 7 mos
Previous Registrations
MML Investors Services, LLC
June 2022 - October 2025 · 3 yrs 4 mos
MML Investors Services, LLCBroker
June 2022 - October 2025 · 3 yrs 4 mos
Thrivent Investment Management INC.
June 2021 - June 2022 · 1 yr
Thrivent Investment Management INC.Broker
September 2020 - June 2022 · 1 yr 9 mos
AXA Advisors, LLCBroker
January 2014 - June 2014 · 5 mos
State Registrations1 state
NY
Advisor
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
No exam information available for this advisor.