David Mayfield is a registered investment advisor at Strategic Financial Concepts, LLC, based in Fredericksburg, TX, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
501 W Main Street, Fredericksburg, TX, 78624
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David operates under the DBA Mayfield Stevens for his LPL business, dedicating about a quarter of his time to it. He also works part-time at Lady Bird Johnson Golf Course, spending about 10-20% of his time there.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
CUNA Brokerage Services, INC.Broker
State Registrations1 state
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.