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David Nissim is a registered investment advisor at Powering Your Retirement, based in Chester, CA, with 45 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 104 clients with $80M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
104 clients
Average Client Portfolio
$771K average
Assets Under Management
$80.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Chester, CA
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
October 2021Customer Dispute
May 2002Settled
Employment History
Current Registrations
Powering Your Retirement
May 2022 - Present · 4 yrs
Previous Registrations
Nissim & Gavidia Wealth Management & Financial Planning, LLC
July 2017 - October 2021 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLC
May 2003 - May 2017 · 14 yrs
Wells Fargo Clearing Services, LLCBroker
November 2001 - May 2017 · 15 yrs 6 mos
Sutro & CO. IncorporatedBroker
June 1992 - December 2001 · 9 yrs 6 mos
Prudential Securities IncorporatedBroker
August 1989 - June 1992 · 2 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
June 1987 - August 1989 · 2 yrs 2 mos
Birr, Wilson Securities, INC.Broker
April 1986 - July 1987 · 1 yr 3 mos
Birr, Wilson & CO., INC.Broker
December 1984 - April 1986 · 1 yr 4 mos
Boettcher & Company, INC.Broker
July 1983 - December 1984 · 1 yr 5 mos
Sutro & CO. IncorporatedBroker
August 1979 - August 1983 · 4 yrs
Sutro & CO. IncorporatedBroker
August 1979 - September 1981 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.