Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million.
Fee Estimator
Financial planning fees are either fixed (up to $10,000) or hourly (up to $400). Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. There is also an annual $35 fee for portfolio aggregation software, waived for accounts under $5,000. Clients managing assets through Portfolio Medics, LLC are subject to a 2.60% annual management fee. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
Sarasota, FL
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 an investment advisor representative (IAR) for both Aegis Wealth Management, Inc. and Transparent Wealth Management, LLC, starting in December 2024. He dedicates about half his time to each business, with all hours during securities trading hours.