David Field is a registered investment advisor at Value Aligned Research Advisors, LLC, based in New York, NY, with 10 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. Their firm serves 2 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VARA charges a management fee based on a percentage of the assets they manage, up to 1% annually. The specific fee is determined on a client-by-client basis and is negotiable, taking into account factors like the size and complexity of the portfolio. Fees are typically calculated and paid monthly in advance. VARA may also be entitled to a performance-based fee.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Value Aligned Research Advisors, LLC
Previous Registrations
Hrt Financial LPBroker
State Registrations1 state
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