David Wagner is a registered investment advisor at Portfolio Medics, LLC, based in Claremont, FL, with 38 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Claremont, FL
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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 Activities
David provides investment signals to other Registered Investment Advisors (RIAs) through Active Investment Management LLC. This activity takes about half of his time.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Active Investment Management, LLC
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Ridgeway Conger Advisory Services
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Prudential Securities IncorporatedBroker
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.