David Jacoby is a CFA, CFP-designated registered investment advisor at Remote Financial Planner, LLC, based in Wellington, FL, with 10 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 71 clients with $82M 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 - $5.0M | 0.50% |
| $5M+ | 0.10% |
When a client has engaged RFP for an Advisory Services Subscription investment management may be included in the fixed fee and therefore not subject to the schedule above. Separately, RFP can be engaged under an asset-based fee, subject to the table above, which may also include financial planning services.
Fee Estimator
Contact
David Jacoby
Location
Wellington, FL
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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
Remote Financial Planner, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 states
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Exams