Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.
Areas of Practice
Advisor Information
Office location
727 N. Cross Pointe Blvd, Suite C, Evansville, IN, 47715
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 Activities
David is involved with McKee Financial Resources Inc. as a DBA for LPL business, RFD INC for real estate rental, and Gladstone Institutional Advisory LLC and Partners as a registered investment advisor, spending nearly full-time on the latter two.