David Schubach is a registered investment advisor at Integrity Financial Advisors, LLC, based in Tolland, CT, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 240 clients with $130M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are subject to negotiation. Sub-advisory and co-advisory clients pay higher total fees because fees charged by outside registered investment advisors are in addition to Auour's fees.
Fee Estimator
Location
Tolland, CT
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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 →Employment History
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.
Exams
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