David Soohoo is a registered investment advisor at Angel Wealth Advisors, based in Astoria, NY, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 13 clients with $5.4M 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 | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable. Clients with over $1M can bundle investment management with ongoing financial planning for an additional 25 basis points (0.25%) per tier.
Fee Estimator
Location
Astoria, NY
Get directionsHistory
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
Angel Wealth Advisors
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
AXA Advisors, 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
More Advisors
- Bernard Meehan, CFPMeehan, Bernard
- Matthew Makowski, CFA, CFPAdvice and Planning Services
- William Manolopoulos, CFPLPL Financial LLC
- Mikal Haddad, CFP, ChFCWells Fargo Advisors
- Stephen Malick, CFPStrategic Advisers LLC