David Webb
David Webb is a CFP-designated registered investment advisor at Curry Webb Wealth Management LLC, based in Indianapolis, IN, with 19 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 210 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable to a lesser amount for large accounts. There is a $4,000 minimum annual fee for financial planning and investment advisory services.
Fee Estimator
Location
500 E 96th Street, Suite #140, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 1994Customer Dispute
August 1994Employment History
Current Registrations
Curry Webb Wealth Management LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Hieser Webb Capital Management, LLC
Webb Financial Advisors
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.