Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RFL Advisor Program fees are calculated as an annualized percentage of assets under management on a sliding scale and are negotiable. There are three options available: a percentage of AUM, an hourly rate (minimum $200/hour invoiced quarterly), or a fixed fee (invoiced quarterly, semi-annually, or annually). Financial planning fees, if requested, range from $1,500 to $25,000 depending on complexity. The minimum advisory account size is $25,000.
Areas of Practice
Advisor Information
Office location
8 Wright Street 1st Floor, Westport, CT, 06824
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.
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David is the board chair for First Serv Bridgeport, a non-profit urban youth program, dedicating a few hours per week. He also owns rental property and is the managing director for DPR Wealth Management, a private label entity for his securities business, which is a full-time commitment.