David Ladomer is a CFP-designated registered investment advisor at Rehmann Wealth, based in Troy, MI, 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, Corporate Executives, Estate Planning, and 5 more. Their firm serves 2,549 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Individual advisors set their own fee schedules up to a maximum of 2.50% per year. Fees vary based on account size, complexity, and services provided, and may be negotiated.
Fee Estimator
Location
1500 Big Beaver Rd., 2nd Floor, Troy, MI, 48084
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
Rehmann Wealth
Previous Registrations
Plante Moran Financial Advisors
State Registrations3 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.
Exams
More Advisors
- Colin Lennox, CFPRehmann Wealth
- Adam Brenders, CFPRehmann Wealth
- Max Wellinger, CFARehmann Wealth
- Mark Meyers, CFP, ChFCRehmann Wealth
- Simon Micakaj, CFPRehmann Wealth
- Tyler Decoster, CFPIsto Advisors, LLC