David Wealth Management, LLC

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Assets Under Management

$239.3M

Number of Clients

151

Number of Advisors

N/A

Average Client AUM

$1.6M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

David Wealth Management provides wealth management services, including discretionary investment management and comprehensive financial planning. They construct portfolios using mutual funds and ETFs, primarily from Dimensional Fund Advisors (DFA). Financial planning services cover investment, retirement, education savings, and charitable giving. They serve individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and other corporations.

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $3.0M	0.75%
$3M+	0.50%

Fees are negotiable at the sole discretion of the Advisor.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Location

8315 Route 29, Suite 325, Fairfax, VA, 22031

0 Advisors at this firm

No advisors found for this firm.