David Shink
David Shink is a CFP-designated registered investment advisor at Financial Institution Services, LLC, based in Las Vegas, NV, with 32 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 332 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are generally not negotiable, but may be in some limited circumstances. Clients may be subject to a different, lower fee schedule in effect at the time of their initial engagement with the firm.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (1)
Criminal
April 1984Other Business Activities
David is a principal at Financial Institution Services, LLC, focusing on portfolio assessment and client counseling, taking about half of his time. He is also an author/owner and a registered representative with Securities America, Inc., dedicating about 10-20% of his time to portfolio assessment and client counseling.
Employment History
Current Registrations
Financial Institution Services, LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Sunamerica Securities, INC.Broker
Mariner Financial Services, INC.Broker
State Registrations2 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.