DT

David Matthew Thailing

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$2,000 - $100,000
Hourly Rate:$150 - $500/hr

Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

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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
Avidian Wealth Solutions
November 2021 - Present · 4 yrs 2 mos
Previous Registrations
Insight Wealth Strategies, LLC
April 2018 - November 2021 · 3 yrs 7 mos
Mutual Securities, INC.Broker
April 2018 - June 2020 · 2 yrs 2 mos
Lincoln Financial Advisors Corporation
October 2015 - May 2018 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
October 2015 - May 2018 · 2 yrs 7 mos
Morgan Stanley
July 2013 - October 2015 · 2 yrs 3 mos
Morgan Stanley Broker
June 2013 - October 2015 · 2 yrs 4 mos
Griffin Capital Securities, INC.Broker
June 2011 - January 2012 · 7 mos
Priority Capital Investments, LLCBroker
October 2009 - August 2011 · 1 yr 10 mos
Amreit Securities CompanyBroker
June 2003 - March 2008 · 4 yrs 9 mos
CUNA Brokerage Services, INC.Broker
February 1999 - September 2000 · 1 yr 7 mos
Nationsbanc Investments, INC.Broker
March 1998 - December 1998 · 9 mos
Painewebber Incorporated Broker
November 1995 - March 1998 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
David Matthew Thailing - Financial Advisor | AdvisorDiscover