Wilson David offers personalized investment advice to individuals, including financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Wilson David manages client assets through Schwab Institutional on a discretionary basis. The firm also provides financial literacy education through various channels.
Assets Under Management$6.9M
Clients14
Advisors3
Avg. per Client$490K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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