David Brunswick is a registered investment advisor at G. A. Repple & Company, based in Wake Forest, NC, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.
G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.
Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.
GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.
335 S. White Street, Suite E, Wake Forest, NC, 27587
Get directionsDavid is an insurance agent selling life, long-term care (LTC), and fixed insurance products since 2013, dedicating a few hours per week to this activity. He also provides financial planning services, spending nearly full-time hours on this investment-related activity.
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.