David Levenson
David Levenson is a CFP-designated registered investment advisor at Value Monitoring, INC, based in Menlo Park, CA, 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, Tax Planning. Their firm serves 58 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VMI's fees for separately managed accounts are negotiable, typically around 2% of the portfolio's value annually. This fee is calculated monthly based on the average daily balance. VMI may waive the minimum account opening amount of $500,000 at its discretion.
Location
250 Oak Grove Avenue, Suite A, Menlo Park, CA, 94025-2251
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2021Employment History
Current Registrations
Value Monitoring, INC
Previous Registrations
Value Monitoring, INC
Changing Parameters, LLC
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.