David Cust is a registered investment advisor at Means Wealth Management, based in Sarasota, FL, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,324 clients with $1.3B 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 $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Donor-Advised Funds and 529 Accounts: 0.75%. Means Wealth can charge higher or lower investment advisory fees, charge a flat fee, or charge a fee on a different interval, based upon certain criteria. Minimum annual fee for providing Investment Advisory Services of up to $5,000. Non-discretionary accounts and qualified charitable organizations often pay a lower fee. We provide advisory services to an investment club for a discounted fee.
Fee Estimator
Location
Sarasota, FL
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Regulatory History (1)
Customer Dispute
November 2007Employment History
Current Registrations
Means Wealth Management
Previous Registrations
Means Wealth ManagementBroker
State Registrations2 states
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