David Leland
David Leland is a ChFC-designated registered investment advisor at Westhampton Capital, based in Winston-Salem, NC, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 143 clients with $240M 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2150 Country Club Rd., Ste. 250, Winston-Salem, NC, 27104
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 may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. These insurance companies are not affiliated with Westhampton Capital, LLC.
Employment History
Current Registrations
Westhampton Capital
State Registrations2 states
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