David Spence
David Spence is a PFS-designated registered investment advisor at Palladium Wealth Management, LLC, based in Burke, VA, with 40 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Burke, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2020Other Business ActivitiesSells Insurance
David is the owner/agent of Palladium Wealth Management, LLC, selling life and health insurance, and a broker for FIG Marketing, selling fixed annuities and insurance. He also works as an agent for an insurance business and prepares/updates educational videos on taxes, debt, and fixed life insurance. These activities take a significant amount of David's time.
Employment History
Current Registrations
Palladium Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
United Income, INC.
United Income, INC.
LPL Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.