DS
DS

David Coors Sheaffer

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$465K average
Assets Under Management
$592.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.50%

Standard advisory fee for active management service is 1.50% on all assets. Passive management service is 1.00% on all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

115 River Landing Dr, Suite 200, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Curran Financial Partners, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Putnam Investment Management, LLC
January 2018 - March 2022 · 4 yrs 2 mos
Putnam Retail Management Limited PartnershipBroker
November 2015 - March 2022 · 6 yrs 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.