David Mersky
David Mersky is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Vancouver, WA, with 13 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, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the owner and producer at Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. He dedicates time primarily in the mornings and on weekends.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Advanced Retirement Solutions, INC.
First Affirmative Financial Network LLC
Cabana Asset Management
Horter Investment Management, LLC
Brokers International Financial Services, LLC
The Change Agency, LLC
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.