David Homard is a CFA, CFP-designated registered investment advisor at Win Advisors, INC, based in Palm Beach Gardens, FL, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4,311 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIN Advisors offers investment management through several programs:
- Guided Portfolio Solutions Program: Fees are 2% annually, payable quarterly in advance. There is also a one-time 2.5% financial planning fee that may be waived.
- Reality Check My Investments Program: The annual fee is 1.00% of assets under management, payable quarterly in advance.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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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 Activities
David is a sub-advisor for GWN Securities and an employee of Money Concepts Capital Corp, spending about 10-20% of his time on each. He is also an employee and owner of Castellum Asset Management, LLC for tax purposes, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Win Advisors, INC
Money Concepts Advisory Service
Previous Registrations
Chesapeake Investment Group
Bi Investments, LLC
State Registrations2 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.