David Leckey is a PFS-designated registered investment advisor at Yosemite Capital Management, based in Newport Beach, CA, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 300 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yosemite Capital Management's investment management fees are based on a percentage of the assets they manage in your account. The maximum annual fee is 2.0% for balanced/equity portfolios and 1.0% for fixed income portfolios. These fees are negotiable and may be waived for family and friends of the firm. Fees are paid quarterly in advance.
Location
5120 Birch Street, Suite 100, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Yosemite Capital Management
State Registrations1 state
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