Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Advisor Information
Office location
3838 Tamiami Trail N, Suite 201, Naples, FL, 34103
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an investment advisor representative at HBK Sorce Advisory, LLC, dedicating full-time hours to continuous investment services. He is also an agent at HBK Sorce Insurance LLC, spending about a quarter of his time as an insurance agent, and a registered representative with Purshe Kaplan Sterling Investments.