David Linsen is a registered investment advisor at Abner Herrman & Brock, LLC, based in Jersey City, NJ, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,403 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AHB charges a percentage of the value of your portfolio each year, paid quarterly in advance. The annual rate ranges from 0.25% to 1.40% and is negotiable. The specific fee is set forth in your Investment Advisory Agreement. Fees will be adjusted for additional assets added to the account over $25,000 during the billing period. The adjustment will be applied to the advisory fee the following quarter.
Location
185 Hudson Street, Suite 1640, Jersey City, NJ, 07311
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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 involved in a real estate business that builds and sells spec homes. He manages the finances of this business and dedicates time to it on weekends.
Employment History
Current Registrations
Abner Herrman & Brock, LLC
Previous Registrations
Abner Herrman & Brock, LLC
Abner Herrman & Brock, LLCBroker
Summit Financial, LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
J.P. Morgan Securities INC.Broker
J.P. Morgan Securities INC.Broker
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.