David Chudyk is a CFP-designated registered investment advisor at The Fiduciary Alliance, based in Seneca, SC, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
916 East North First St Seneca, SC 29678, Seneca, SC, 29678
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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 ActivitiesSells Insurance
David is the sole owner of The David Chudyk Agency, an insurance agency, spending about half his time on this. He also holds positions with the SC Financial Planning Association and Lifetime Advisors, owns a building, and owns All Of My Assets, LLC.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management Company
Nationwide Securities, LLCBroker
Nylife Securities INC.Broker
State Farm Vp Management CORP.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.