David Schubach is a registered investment advisor at Integrity Financial Advisors, LLC, based in Tolland, CT, with 29 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, Retirement Planning. Their firm serves 237 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Integrity Financial Advisors primarily recommends that clients use Auour Investments to manage their portfolios. Auour's fee is typically between 1.50% and 1.55% of your portfolio's value and can be negotiated. This fee includes the cost of Integrity Financial Advisors' services. Clients can engage Auour directly for asset management at a potentially lower cost, but Auour typically requires a minimum investment of $5 million, though they reserve the right to lower this minimum in limited cases.
Location
Tolland, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrity Financial Advisors, LLC
Previous Registrations
New Frontier Advisors, LLC
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Genworth Financial Asset Management, INC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Phoenix Equity Planning CorporationBroker
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.