Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 2.5% per annum, depending on portfolio size, services rendered, and the investment advisor representative. Fees may be billed in advance or arrears. Financial planning and consulting fees are negotiable, up to $10,000 on a fixed fee basis or from $150 to $500 on an hourly basis. Subscription self-directed financial planning tools and assistance generally cost between $50 to $200 per month.
Areas of Practice
Advisor Information
Office location
5320 Northshore Drive, North Little Rock, AR, 72118
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 an independent insurance agent licensed in CA and WI since 2019, selling life, accident, and health insurance, dedicating nearly full-time hours to this activity. He also works as an insurance agent and investment advisor with Fortress Financial Group, Inc. since 2020.