David Robbins
David Robbins is a registered investment advisor at Eagle Financial Strategies, based in Bangor, ME, 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 296 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable depending on the type of services, the type of client and the specific services to be provided. Fees may also be negotiable based on factors such as the length of time the Firm has been managing the assets for the client; clients that do not require extra services or frequent meetings; the nonprofit or charity status of a client; the percentage of client holdings in fixed income assets; and/or the number of related accounts under management.
Fee Estimator
Location
One Cumberland Place, Suite 204, Bangor, ME, 04401
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2016Customer Dispute
March 2009Customer Dispute
February 2003Other Business ActivitiesSells Insurance
David co-owns D & R Properties, a real estate rental business, established in 2002, requiring minimal time. Since 2022, David has also worked as an independent insurance agent, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Eagle Financial Strategies
Previous Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Bangor Securities, INC.
Bangor Securities, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.