David Cleary is a CFA-designated registered investment advisor at Fortis Capital Advisors, LLC, based in Briarcliff Manor, NY, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,874 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortis Capital Advisors' fees for managing your investments are negotiable and can be a flat percentage, linear percentage, or tiered percentage of your portfolio's value, but cannot exceed 2.5% annually. The exact fee schedule is agreed upon between you and your advisor. Fees are typically charged quarterly in advance, based on the portfolio value at the end of the previous quarter. You will receive 30 days' notice of any fee increases. Fees may be higher than those charged by other advisors.
Location
555 Pleasantville Road, Suite N202, Briarcliff Manor, NY, 10510
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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.
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David is the president and CCO of Timber Pointe Capital Management, an investment advisory firm. He is also the president of Beechmont Holding Corp, a holding company, but spends no time on this activity.
Employment History
Current Registrations
Fortis Capital Advisors, LLC
Previous Registrations
Ipi Wealth Management, INC.
Lazard Asset Management Securities LLCBroker
Lazard Freres & CO. LLCBroker
Lazard Freres & CO. LLCBroker
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.