David Boden
David Boden is a registered investment advisor at Intelliwealth Financial Advisors, LTD, based in Plano, TX, with 26 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 78 clients with $17M 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 | 0.30% |
In addition to the advisory fee, there are execution charges for stock transactions ($7.95 per stock transaction, $0.01 per share over 10,000 shares) and fixed income transactions ($50 per transaction for U.S. Government and Agency bonds). There is also a performance-based fee for assets in AS accounts, which is the greater of 30% of profits over a benchmark or 0.30% of assets managed, determined quarterly.
Fee Estimator
Location
5700 granite parkway, Suite 200, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 1999Other Business Activities
David is a CPA and provides accounting, tax, and financial consulting services full-time since 1984. He is also involved in real estate investments, a partner in GWM Family LP & GWM Legacy LP, trustee of Boden Desc Trust, and a producer and owner.
Employment History
Current Registrations
Intelliwealth Financial Advisors, LTD
Previous Registrations
Nations Financial Group, 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.