David Rosenberg is a registered investment advisor at Nadler Financial Group, INC., based in Deerfield, IL, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,072 clients with $2.2B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee. Focused Investment Objective Program: First $1,000,000: 0.85% per year, $1,000,000 - $1,500,000: 0.75% per year, Over $1,500,000: Negotiable. Clients with less than $235,300 are subject to a $2,000 annual minimum fee. Legacy Clients: First $1,000,000: 1.0% per year, $1,000,000 - $2,000,000: 0.75% per year, Over $2,000,000: 0.50% per year.
Fee Estimator
Location
750 Estate Drive, Suite 110, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Director of Investment Management & Co-CIO at Nadler Financial Group, dedicating full-time hours to this role. He also serves as President of a political action committee and assistant football coach at a high school, dedicating about 10-20% of his time and about 10-20% of his time respectively.
Employment History
Current Registrations
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
State Registrations2 states
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