David Netkin
David Netkin is a registered investment advisor at St. Bernard Financial Services, INC., based in Mountainside, NJ, with 43 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
1199 Route 22 East, Suite 306, Mountainside, NJ, 07092
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
David operates a branch office for Woodstock Wealth Management, Inc. as Edgewood Financial Group Inc., dedicating minimal time to this. He also performs non-registered branch functions for St Bernard Financial Services, spending minimal time on this as well.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Raike Financial Group INC.
Morgan Stanley Dw INC.Broker
Morgan Stanley
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Atlantic Group Securities, INC.Broker
Rickel & Associates, INC.Broker
State Registrations5 states
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.