David Wilson
David Wilson is a registered investment advisor at Ongoing Wealth Management, based in Key Largo, FL, with 35 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 121 clients with $32M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Advisory fee is negotiable.
Fee Estimator
Location
Key Largo, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
David is the CEO and financial advisor for Ongoing Wealth Management. He also sells fixed and traditional insurance products, is the CEO of Cybar Financial LLC, and works as an author, dedicating minimal time to writing.
Employment History
Current Registrations
Ongoing Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
First Fidelity Brokers, INC.Broker
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.