David Guttery
David Guttery is a registered investment advisor at Ameritas Advisory Services, LLC, based in Trussville, AL, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
8178 Gadsden Hwy Ste 104, Trussville, AL, 35173
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
David is a licensed independent insurance agent selling fixed insurance products through Keystone Financial Group since 2006, dedicating full-time hours to this. He also owns Keystone Financial Group Properties, LLC, inSOURCE Financial Advisors, and a condominium, spending minimal time on these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
The Ascent Group, LLC
Ameritas Advisory Services
The Advisors Group, INC.Broker
Allmerica Investments, INC.Broker
State Registrations44 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.