TrueAdvisor
TrueAdvisor
DO
DO

David Raymond Oase

Clout INC. Advisors
18 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Clout INC. Advisors
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
60 clients
Average Client Portfolio
$133K average
Assets Under Management
$8.0M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.50%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees may be discounted but will never be higher. A minimum annual fee of $50 applies, but in no case would the fee exceed 2% per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$50

Location

7802 E Escalante Rd, Tucson, AZ, 85730

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the owner of David Oase CPA PC, a tax and accounting business, and an officer of Oase Financial Services, LLC, an RIA. He also sells life insurance and fixed annuities, and owns several businesses related to an air park.

Employment History
Current Registrations
Clout INC. Advisors
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Oase Financial Services, LLC
January 2007 - December 2023 · 16 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.