David Batman
David Batman is a registered investment advisor at Batman Wealth Management, LLC, based in Lake Mary, FL, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 59 clients with $19M 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 $250K | 1.50% |
| $250K+ | 0.50% |
For related accounts with the same residential address and name, the fee will be 1.5% per year, up to and including the amount of $250,000. Starting with the first dollar above $250,000 the fee will be reduced to .5% on the amount above $250,000 with no maximum.
Fee Estimator
Location
Lake Mary, FL
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2019Other Business Activities
David is a tax preparer, running a tax preparation business since 2021. He spends a few hours per week preparing tax returns, mostly after hours.
Employment History
Current Registrations
Batman Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Nbc Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Nelson Securities,inc.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations1 state
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.