David Marion is a CFA-designated registered investment advisor at Post Oak Private Wealth Advisors, based in Houston, TX, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 377 clients with $390M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based on account size, services offered, and client circumstances. Other programs include Multi-Asset Class Portfolios (1.00% down to 0.35%) and SEI Managed Account Solutions (1.00% down to 0.50%).
Fee Estimator
Location
1200 Smith Street, Suite 610, Houston, TX, 77002
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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 →Employment History
Current Registrations
Post Oak Private Wealth Advisors
Previous Registrations
Santa Fe Advisors LLC
First Santa Fe Advisors, LLC
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.
Exams
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