David Smith is a registered investment advisor at Impassioned Wealth Management LTD, based in Napoleon, OH, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 35 clients with $18M 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 $500K | 1.12% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.87% |
| $2.5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Napoleon, OH
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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 →Employment History
Current Registrations
Impassioned Wealth Management LTD
Previous Registrations
Smith Investment Management
State Registrations2 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.