David Mantell is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9 Lake Bellevue Dr Ste 108, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates Stabler Wealth Management as a DBA for his LPL business since 2017. He also has two business entities, David Mantell, Inc and Stabler Mantell Services, LLC, for tax/investment purposes, but spends no time on them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations31 states
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