David Vervelde
David Vervelde is a registered investment advisor at Tlw Wealth Management, LLC, based in Indian Rocks Beach, FL, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 118 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.00% |
Annual fee of 1.00% on the average account value for the quarter, charged quarterly in advance. Fees may be negotiable with clients due to personal family relationships or the percentage of cash that the client requests to retain in their account. The stated fee is the quarterly fee, so the annual fee is 4 times that amount.
Fee Estimator
Location
Indian Rocks Beach, FL
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Regulatory History (1)
Regulatory
April 2020Other Business Activities
David is a partner in Teal Wing LLC, a real estate business, since 2015. He spends minimal time managing the business and paying bills.
Employment History
Current Registrations
Tlw Wealth Management, LLC
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
Dain Bosworth IncorporatedBroker
State Registrations4 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.