Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schawel is a financial advisor with Family Management Corp. David has a background in financial services, with experience in the industry since 2008. David is a Chartered Financial Analyst and is registered to provide investment advice in North Carolina. David specializes in financial planning and portfolio management for individuals and pooled investment vehicles. David provides financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
07/09/2020 - Present
Family Management Corp. (NEW YORK NY)
Active
Inactive
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