David Blitz
David Blitz is a registered investment advisor at Kingsbury Capital Investment Advisors LLC, based in Wilmette, IL, with 9 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $160M 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 | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Wilmette, IL
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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 an Investment Advisor Representative/Investment Consultant at Kingsbury Capital Investment Advisors LLC, dedicating about half of his time to this role. He is also President of Blitz Financial Services, Inc. and a Board Member for Cornerstone Condominium Association, spending minimal time on each of these activities.
Employment History
Current Registrations
Kingsbury Capital Investment Advisors LLC
Previous Registrations
Cabot Lodge Securities LLCBroker
Kingsbury Capital, 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.