David Volante
David Volante is a registered investment advisor at Ipi Wealth Management, INC., based in South Lyon, MI, with 39 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,260 clients with $2.7B 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 | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable on a case-by-case basis. Other program fees or third-party managers may have separate schedules.
Fee Estimator
Location
South Lyon, MI
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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 →Other Business ActivitiesSells Insurance
David is the president of Volante Financial Group, LLC, an entity used for tax purposes and bill paying, dedicating a few hours per week. He also spends minimal time on fixed insurance activities.
Employment History
Current Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.
Investment Planners, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Hamilton Investments, INC.Broker
Painewebber IncorporatedBroker
State Registrations3 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.
Exams
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