David Munn is a CFP-designated registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 796 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Munn Wealth Management's investment management fees are negotiable but generally range from 0.50% to a maximum of 2.00% of the value of your portfolio per year. This fee is in addition to any fees payable to other managers, including Camelot Portfolios. Fees are typically debited directly from your account on a quarterly or monthly basis, depending on the custodian.
Location
1700 Woodlands Drive, Suite 100, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an Investment Advisor Representative (IAR) and financial planner at Munn Wealth Management, dedicating full-time hours to this role. He also has ownership stakes in several rental properties, mobile home parks, trampoline park franchises, and day care centers, as well as serving as treasurer for Westgate Chapel Church.
Employment History
Current Registrations
Munn Wealth Management, LLC
Previous Registrations
Coastal Equities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Camelot Portfolios, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations2 states
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