David Smith
David Smith is a CFP, ChFC-designated registered investment advisor at Bridge Generations Wealth Management, based in South Miami, FL, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 155 clients with $290M 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 $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.1M | 1.00% |
| $2.1M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on several factors.
Fee Estimator
Location
5966 South Dixie Highway, Suite 300, South Miami, FL, 33143
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 the President of Financial Wealth Strategies, Inc. since 1991, where he focuses on insurance sales and services, dedicating about 10-20% of his time. He is also the Managing Member and Investment Adviser Representative of Bridge Generations Wealth Management LLC, providing investment advisory services, and dedicating about 10-20% of his time.
Employment History
Current Registrations
Bridge Generations Wealth Management
Previous Registrations
Forum Financial Management, LP
David Smith Advisory
Fac Wealth Management, LLC
Triad Advisors, INC.
Valmark Advisers, INC.
State Registrations1 state
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