David Horvitz is a CFP-designated registered investment advisor at Cheviot Value Management, LLC, based in Beverly Hills, CA, with 18 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, High Net Worth, Investment Management, and 2 more. Their firm serves 619 clients with $1.2B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Standard fee rate may be negotiable based on a number of factors.
Fee Estimator
Location
433 North Camden Drive, Suite 800, Beverly Hills, CA, 90210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cheviot Value Management, LLC
Previous Registrations
Cheviot Value Management, LLC
State Registrations2 states
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