David Badecki
David Badecki is a registered investment advisor at Orion Financial Advisors, based in Voorhees, NJ, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $17M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.40% |
Fees are negotiable at the sole discretion of Orion Financial Advisors. Certain legacy clients may be billed under different fee schedules.
Fee Estimator
Location
141 Cooper Rd, Voorhees, NJ, 08043
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 works as an independent advisor at Orion Financial Advisors LLC, focusing on life and health insurance sales since April 2024. He dedicates about 10-20% of his time to this business, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Orion Financial Advisors
Previous Registrations
Thrive Capital Management, LLC
Guardian Solutions
State Registrations1 state
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.
Exams
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