David Bennett
David Bennett is a CFP-designated registered investment advisor at Unify Financial Advisors, based in Clearwater, FL, with 20 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, Investment Management. Their firm serves 247 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Unify Financial Advisors manages investment portfolios for a fee based on the value of your portfolio. The fee is negotiable but will not exceed 1.25% annually. A minimum initial investment of $100,000 is required to open a managed account, but this may be waived. The fee is calculated at the end of each month and collected the following month.
Location
1465 South Fort Harrison Avenue, Suite 201, Clearwater, FL, 33756
Get directionsHistory
Regulatory History (2)
Regulatory
August 2016Criminal
July 2005Employment History
Current Registrations
Unify Financial Advisors
Previous Registrations
Successful Portfolios LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Invest Financial CorporationBroker
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.