David Tassone is a CFP-designated registered investment advisor at Avise Financial, based in Los Angeles, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avise Financial manages investment portfolios for a fee based on the value of your portfolio. The annual advisory fee will not exceed 2% of the market value of your portfolio. Fees are negotiable. Avise also offers the use of third-party managers for portfolio management services, with total fees charged by both parties not exceeding 2% per year.
Location
7080 Hollywood Blvd., Suite 700, Los Angeles, CA, 90028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avise Financial
Previous Registrations
Kaye Capital Management
State Registrations1 state
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