David Madanat is a registered investment advisor at Madanat Financial Services, based in San Luis Obispo, CA, 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients may voluntarily elect for a higher annual fee, 1.5% annually, should they so desire, but this is not expected or necessary. The total fees charged to clients by the firm and third parties will not exceed 3% of assets under management annually.
Fee Estimator
Location
San Luis Obispo, CA
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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
Madanat Financial Services
Previous Registrations
Right Brain Money
State Registrations1 state
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