David White
David White is a registered investment advisor at Dlw Financial Management, LLC, based in Maple Grove, MN, with 12 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 34 clients with $8.6M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
The management fee will never exceed a rate of 2.75%.
Fee Estimator
Location
Maple Grove, MN
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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 →Other Business ActivitiesSells Insurance
David does business as Zurich Awes Wealth Management, Inc. and Zurich Awes Financial Management, Inc. He is also a registered investment advisor and president of DLW Financial Management, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Dlw Financial Management, LLC
Previous Registrations
LPL Financial Corporation
State Registrations1 state
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