Advisor at Valuealigned Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valuealigned Partners
Location
Red Bank, NJ 07701
Credentials
Series 63, Series 65
Industry experience
16 years
David Berkowitz is a financial advisor at ValueAligned Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Berk Capital, LP, an investment-related family partnership, since 1995. ValueAligned Partners is a small, state-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and other entities with discretionary and non-discretionary investment management and financial planning. The firm employs a value-oriented, fundamental analysis approach with a long-term, buy-and-hold strategy, integrating financial planning and retirement income strategies into portfolio design.
Based on Valuealigned Partners
Annual fee based on a percentage of assets under management, prorated and charged monthly in arrears; specific rates are negotiable and not explicitly stated
Financial planning services on a standalone basis billed at hourly rates (specific rates not stated)
Account minimum: No stated minimum fee or portfolio value required Fee-only: Currently does not charge fees for financial planning and consulting services, but may charge fixed fees in the future (negotiable)
125 Half Mile Road, Suite 200
Red Bank, NJ 07701
New Jersey · Texas
ValueAligned Partners, LLC
2002 - Present (24 years)
Berk Capital, LP
1995 - Present (31 years)
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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