David Belisle is a registered investment advisor at Paramount Financial, based in Danvers, MA, 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 92 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paramount Financial charges a percentage of your portfolio annually for investment management.
For direct asset management:
- Up to $1,000,000: 1.50% per year
- $1,000,000.01 to $1,100,000: 1.45% per year
- $1,100,000.01 to $1,200,000: 1.40% per year
- $1,200,000.01 to $1,300,000: 1.35% per year
- $1,300,000.01 to $1,400,000: 1.30% per year
- $1,400,000.01 to $1,700,000: 1.25% per year
- $1,700,000.01 to $1,800,000: 1.20% per year
- $1,800,000.01 to $1,900,000: 1.10% per year
- $1,900,000.01 to $2,500,000: 1.00% per year
- $2,500,000.01 to $3,000,000: 0.85% per year
- $3,000,000.01 to $5,000,000: 0.75% per year
- Over $5,000,000: 0.70% per year
For assets held away (legacy clients only), fees are tiered and vary based on the portfolio type (Strategic & Tactical, Allocation, or Preservation).
Location
100 Conifer Hill Drive, Bldg. 409-412, Suite 411, Danvers, MA, 01923
Get directionsHistory
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 ActivitiesSells Insurance
David is an insurance agent selling fixed insurance products through DWB Tax and Insurance Services LLC, taking about 64 hours per month, or about 40% of his time. He is also involved in tax planning/preparation and tax preparation through other entities, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Paramount Financial
Previous Registrations
Ae Wealth Management, LLC
Change Path LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.