DL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
1,533 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$2.7B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$350 - $15,000
Hourly Rate:$100 - $500/hr
Investment advisory fees are based on assets under management. Financial planning fees range from $100 to $500 per hour or a fixed fee from $350 to $15,000. Consulting services fees range from $100 to $350 per hour, a fixed fee from $350 to $15,000, or a percentage of assets under advisement from 0.25% to 3.0%.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Advisor Information
Office location
Singapore
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
David is the owner of Tietax, LLC, a US tax preparation service, since 2010. This takes about 10-20% of his time.
Employment History
Current Registrations
Leo Brokerage, LLCBroker
March 2025 - Present · 10 mos
Leo Wealth, LLC
March 2025 - Present · 10 mos
Leo Brokerage, LLC
March 2025 - Present · 10 mos
Previous Registrations
Expatriate Financial Strategies LLC
March 2025 - April 2025 · 1 mo
The Investment Center, INC.Broker
June 2009 - March 2025 · 15 yrs 9 mos
Ic Advisory Services, INC.
June 2009 - March 2025 · 15 yrs 9 mos
Waddell & Reed, INC.
November 2002 - June 2009 · 6 yrs 7 mos
Waddell & Reed, INC.Broker
November 2002 - June 2009 · 6 yrs 7 mos
State Registrations5 states
AZCAMANYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.