David Schleis
David Schleis is a registered investment advisor at Ds Wealth Advisors, INC., based in Pittsburgh, PA, with 22 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 188 clients with $30M 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 $750K | 1.30% |
| $750K - $1.2M | 0.95% |
| $1.2M - $1.9M | 0.75% |
| $1.9M - $2.9M | 0.60% |
| $2.9M - $4.8M | 0.50% |
| $4.8M+ | 0.50% |
Fees are negotiable for accounts over $2,000,001.
Fee Estimator
Location
902 Perry Highway, 1st Floor, Pittsburgh, PA, 15229
Get directionsHistory
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 an accountant, owner of DS Financial Advisors, Inc., a licensed independent insurance agent, and owner of D.W. Schleis, LLC. He also owns DS Tax Advisors, LP, Key Lime Properties, LLC, Key Lime Slices, LLC, and Key Lime Slices, LP.
Employment History
Current Registrations
Ds Wealth Advisors, INC.
Previous Registrations
Centaurus Financial, INC.
Questar Asset Management, INC.
The Masters, INC.
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.