David Much
David Much is a registered investment advisor at Much Wealth Management, INC., based in Southlake, TX, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 137 clients with $40M 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 | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Assets placed in private non-traded securities will be charged up to 1.00%. Fees may be negotiable.
Fee Estimator
Location
640 N Carroll Ave, Suite 100, Southlake, TX, 76092
Get directionsHistory
Regulatory History (2)
Regulatory
September 2014Regulatory
October 2010Other Business ActivitiesSells Insurance
David is the president and owner of Much Financial Services, Inc., which provides group and individual life, health, dental, long-term care, and other insurance products. This activity takes nearly full-time, about 120 hours per month.
Employment History
Current Registrations
Much Wealth Management, INC.
Previous Registrations
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
State Registrations2 states
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.