David Link is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1991 Summit Park Drive, Orlando, FL, 32810
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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 serves as an arbitrator for FINRA, a notary for the State of Florida, treasurer for a Boy Scout troop, and president for American Heritage Girls. These activities take minimal time and are not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLCBroker
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Charles Schwab & CO., INC.Broker
G. A. Repple & CompanyBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith 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.