David Mandelblatt is a registered investment advisor at Wealthprotect Advisors LLC, based in Pittsburgh, PA, with 9 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 8 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
WealthProtect Advisors offers wealth management services that include both investment management and ongoing financial planning. The annual fee is a flat dollar amount based on the amount of assets they advise on. For example, a married couple with $3 million in assets would pay $7,920 per year, billed quarterly in advance. There is also a one-time $1,200 onboarding fee, which is rebated after three years.
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wealthprotect Advisors LLC
Previous Registrations
Cgn Advisors, LLC
Wealthprotect Advisors, LLC
State Registrations1 state
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