David Goldsmith is a registered investment advisor at Mercury Advisory, LLC, based in San Francisco, CA, 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 Investment Management. Their firm serves 8,879 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
This fee schedule is for Entity Clients using the Mercury Treasury product. The fee is the lesser of the tiered fee or 20% of the effective federal funds rate, but never less than 0.05%. Fees are negotiable. Mercury Treasury Solutions charges 0.08% annually. Mercury Invest (for retail clients) charges 0.10% annually.
Fee Estimator
Location
333 Bush Street, Suite 1900, San Francisco, CA, 94104
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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 →Other Business Activities
David is a trustee for a family trust since 2016, spends minimal time as an attorney since 2017, and is the founder/consultant for Pryvcy Society DBA Pryvcy, a consulting firm focused on privacy solutions since 2020. All of these activities require minimal time.
Employment History
Current Registrations
Mercury Advisory, LLC
Mercury Investment Services LLC
Mercury Investment Services LLCBroker
Previous Registrations
Growth Capital Services, INC.Broker
Aspiration Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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