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David Wealth Management Review

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David Wealth Management, registered in 2012, serves 6 state(s) with a licensed staff of 2 advisors. David Wealth Management manages $110.3 million and provides investment advisory services for 80 clients (1:40 advisor/client ratio).



Firm Information


Summary Firm
Overall Rating
Minimum Investment $250,000
Average Client Balance $1,378,441
Total AUM $110.3 million
Fee Range AUM fees range from 0.5%- 1.0% depending on your account balance. Please contact the firm for more details.
Advisor / Client Ratio 1:40
Languages Offered English
Specialities Retirement Planning, Business Owners, Family Planning, Retirees
Website Visit Site
Phone Number 703-560-8300
Headquarters Fairfax, VA
Locations See locations
LinkedIn Visit Profile
SEC Filings View SEC IAPD CRD #164232

Investment Philosophy


We focus on what we can control, which is to leverage the extensive body of academic research on the behavior of stocks and bonds. We believe that, in liquid markets, prices reflect all available information -- and we focus strategies on the dimensions of higher expected returns and seek to add value through portfolio design and implementation.



Disciplinary Questions


After checking the disciplinary records of David Wealth Management, our system found no disciplinary questions to ask. Checks take place monthly.



Conflict Questions


After checking the regulatory records of David Wealth Management, our system found no conflict questions to ask. Checks take place monthly.



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Disciplinary History


An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans.

As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for David Wealth Management:




Cost


Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response.

Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation").


View Fee Disclosures




FAQs





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This automated report was generated using SEC and FINRA data and was last updated on June 4th, 2021*. For data support, email "support@investor.com". Views: 539 (trailing six months). Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.


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