David Bertoncini is a registered investment advisor at Bitcoin Standard, based in St Petersburg, FL, with 2 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, High Net Worth, Investment Management. Their firm serves 2 clients with $28K 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 $1.1M | 3.00% |
| $1.1M+ | 3.00% |
For accounts over $1.1M, a performance-based fee of 30% of profit per quarter is charged to qualified clients in addition to the 3% annual fee. Fees are negotiable.
Fee Estimator
Location
200 Central Ave Floor 4, St Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Financial
February 2021Other Business Activities
David is an independent sales agent for Intice, Inc., an automotive digital retail software company.
Employment History
Current Registrations
Bitcoin Standard
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.