David Wexler
David Wexler is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Bethesda, MD, with 44 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
7315 Wisconsin Avenue, Suite 250 E, Bethesda, MD, 20814
Get directionsHistory
Regulatory 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 a partner at Freedman Risk Management, LLC, selling personal lines P&C insurance, dedicating a few hours per week. He is also a partner at Greenberg Wexler & Eig, LLC, a life settlement provider, spending nearly full-time hours on this.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
W. S. Griffith & CO., INC.Broker
W. S. Griffith & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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