David Close
David Close is a registered investment advisor at Gladstone Wealth Partners, based in Warren, PA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
229 Liberty Street, Warren, PA, 16365
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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 involved in several business activities, including entities for tax/investment purposes, real estate rentals, and serving as an insurance agent for non-variable insurance through Crump and Ash Brokerage. He dedicates full-time hours to Freedom Investment Management Group and Gladstone Institutional Advisory LLC, and a few hours per week to real estate and insurance activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
PNC Investments
PNC InvestmentsBroker
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
PNC Brokerage CORPBroker
Laughlin Group Advisors, INC.Broker
Nylife Securities INC.Broker
State Registrations6 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.