David Wolfensperger
David Wolfensperger is a CFP-designated registered investment advisor at Stewart Wealth Management, INC., based in San Rafael, CA, with 14 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 346 clients with $580M 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 $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees for accounts over $4,000,000 are negotiable. Minimum annual fee of $1,000 applies.
Fee Estimator
Location
1050 Northgate Drive, Suite 333, San Rafael, CA, 94903
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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 trustee for the Hans R. Wolfensperger GST Trust, focusing on investments and school payments, dedicating about 10-20% of his time. He is also a partner and owner in Potter-Taylor LLC and Kings County Development LP, both mineral rights businesses, but spends no time on these activities.
Employment History
Current Registrations
Stewart Wealth Management, INC.
Previous Registrations
First Republic Investment Management, INC.
Credit Suisse Securities (USA) LLC
A. G. Edwards & Sons, INC.
UBS Painewebber INC.
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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