David Lorditch is a CFP-designated registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 1 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. Their firm serves 806 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Bell's annual investment advisory fee is negotiable but does not exceed 2.00% of the total assets managed. The fee may include investment advisory services and financial planning/consulting services if requested. Blue Bell also manages retirement plan accounts for a fee not exceeding 1.00% of the assets.
Location
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a Senior Investment Advisor at Bryn Mawr Trust, providing investment and financial planning advice since 2016. This role takes nearly full-time hours.
Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
State Registrations1 state
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