David Rubis
David Rubis is a registered investment advisor at Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions, based in Cleveland, OH, with 8 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,635 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
Location
1100 Superior Ave East, Suite 700, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Director of Finance for Polish Veteran's Alliance Inc, a not-for-profit organization managing a bar and rental real estate. He dedicates minimal time to this role.
Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Previous Registrations
Hightower Advisors, LLC
Hpm Partners LLC
Spero-Smith Investment Advisers, INC.
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.