David Stitt
David Stitt is a registered investment advisor at Curry Webb Wealth Management LLC, based in Indianapolis, IN, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 210 clients with $290M 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 | 1.00% |
Fees may be negotiable to a lesser amount for large accounts. There is a $4,000 minimum annual fee for financial planning and investment advisory services.
Fee Estimator
Location
320 N Meridian Street, Suite 828, Indianapolis, IN, 46204
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1998Employment History
Current Registrations
Curry Webb Wealth Management LLC
Previous Registrations
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State Registrations1 state
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