David Leckey is a PFS-designated registered investment advisor at Yosemite Capital Management, based in Newport Beach, CA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 283 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.0% for balanced and equity portfolios and 1.0% for fixed income portfolios. Fees are negotiable.
Fee Estimator
Location
5120 Birch Street, Suite 100, Newport Beach, CA, 92660
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 →Employment History
Current Registrations
Yosemite Capital Management
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
More Advisors
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Brett Bonecutter, CFPHightower Advisors, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Roy Jiang, CFAGreen Street
- Mark Mowrey, CFASignature Resources Capital Management, LLC