David Hollander
David Hollander is a registered investment advisor at Liberty Wealth Management, LLC, based in Oakland, CA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
411 30th Street, 2nd Floor, Oakland, CA, 94609
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2016Customer Dispute
June 2009Other Business ActivitiesSells Insurance
David is involved in numerous business activities, including real estate brokerage as a referral agent, serving on the finance committee of a school, and owning/managing multiple companies under the Liberty Group brand (tax preparation, alternative asset management, real estate management). He also owns a law firm, hosts a radio show/podcast, and has interests in a racecar club and auto wholesaler; Lifetime Planning Marketing, Inc. is an insurance field marketing organization.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Wildwood Asset Management LLC
Liberty Wealth Management, LLC
Liberty Group, LLC
Liberty Group, LLCBroker
Kw Securities CorporationBroker
Round Hill Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney 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.