Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
1700 W. Katella Ave., Orange, CA, 92867
Get directionsRegulatory History
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 the owner-agent of Revolution Advisors, LLC, a business entity used for insurance and regional investment advisory business, since November 2024. He spends about 10-20% of his time identifying customer insurance needs and managing advisory accounts, and is also a registered representative and licensed to sell insurance.