David Fruh
David Fruh is a registered investment advisor at Commonwealth Financial Network, based in Colorado Springs, CO, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
5555 Erindale Dr, Colorado Springs, CO, 80918
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Regulatory History (1)
Regulatory
December 2016Other Business Activities
David is the owner and sole proprietor of David E. Fruh CPA, PC, a tax preparation and accounting business, since 2000. He dedicates nearly full-time hours to preparing income tax returns for businesses and individuals.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Long Grove Trading CO.Broker
Washington Square Securities, INC.Broker
Long Grove Trading CO.Broker
Pwr Associates
H.D. Vest Investment Securities, INC.Broker
Olde Discount CorporationBroker
Chatfield Dean & CO., INC.Broker
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.