DL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
455 clients
Average Client Portfolio
$487K average
Assets Under Management
$221.7M
Fee Structure
Minimum Investment:None
Hourly Rate:$200 - $300/hr
Fees for investment management are calculated as a percentage of assets under management, with a maximum fee of 2.0%. These fees are payable monthly in arrears. Financial planning and consulting services are charged on a fixed fee per project or hourly basis, with an hourly rate of $250, which may be negotiable. Business consulting fees range from $200-$300 per hour and are negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Advisor Information
Office location
1755 W. Paradise Dr., West Bend, WI, 53095
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004Closed-No Action
Other Business Activities
David is a member, manager, and executive vice president of Black Earth LLC, a real estate investment company. He is also the president and owner of Capital Wealth Advisors, LTD, and a member of HBW RIA Services, LLC, both registered investment advisors.
Employment History
Current Registrations
Cwp Private Wealth Management
September 2015 - Present · 10 yrs 4 mos
Capital Wealth Advisors, Ltd.
October 2010 - Present · 15 yrs 3 mos
Previous Registrations
Wisconsin Wealth Advisors, LLC
December 2008 - November 2010 · 1 yr 11 mos
Harbour Investments, INC.
March 1999 - November 2010 · 11 yrs 8 mos
State Registrations3 states
FLTXWI
Advisor
Exams
No exam information available for this advisor.