David William Romero
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Householder Group charges a negotiable wrap fee up to 2.95% of assets under management, with each Investment Advisory Representative setting their own fee schedule. Fees are calculated monthly or quarterly in advance, based on the account value. The fee can be tiered or linear. You will also pay mutual fund expenses and account maintenance fees charged by the custodian. There are no minimum account value requirements for SWM accounts, but other programs have minimums.
Areas of Practice
Advisor Information
Office location
8985 E. Bell Road, Scottsdale, AZ, 85260
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 affiliated with Householder Group Financial Advisors, focusing on non-variable insurance, and dedicates about 10% of his time to this. He also operates Householder Group Estate & Retirement Specialists as a DBA for his LPL business, spending nearly full-time providing investment advisory services through this entity.