David Smith is a CFA-designated registered investment advisor at Redwood Park Advisors, based in Redwood City, CA, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Park Advisors offers two investment management services with fees based on the amount of your portfolio:
- Asset Management: The maximum annual fee is 1.25% of your portfolio.
- Comprehensive Portfolio Management: The maximum annual fee is 1.50% of your portfolio.
These fees are billed quarterly in advance. Fees are negotiable. Clients may pay additional fees when utilizing Separately Managed Accounts (SMAs).
Location
3 Twin Dolphin Drive, Suite 210, Redwood City, CA, 94065
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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 →Employment History
Current Registrations
Redwood Park Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sutter Securities IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw 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.