David Cervone is a registered investment advisor at Adviser Alliance, LLC, based in Boardman, OH, with 17 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 33 clients with $6.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AALLC's investment management fees are negotiated with each client and are based on a percentage of the value of your portfolio, not exceeding 1.30% annually. Fees may be billed in advance or after the service is provided, and are calculated using the portfolio's market value at the beginning or end of a calendar quarter. Fees are collected by debiting the client's investment account with written authorization. The amount you pay for advisory services may vary from client to client, and lower fees may be available from other sources.
Location
Boardman, OH
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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
Adviser Alliance, LLC
Previous Registrations
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Cetera Advisors 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.