David Perkins is a CFP, PFS-designated registered investment advisor at Verum Partners LLC, based in Charlotte, NC, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 405 clients with $1B 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees may be negotiable. Minimum annual fee of $10,000 for comprehensive wealth management services.
Fee Estimator
Location
2333 Randolph Road, Suite 250, Charlotte, NC, 28207
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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 sole proprietor of a CPA firm, offering tax return preparation and financial planning services, dedicating about 10-20% of his time. He also serves as a trustee for the Richard E. Perkins Article 4th Trust since 2015.
Employment History
Current Registrations
Verum Partners LLC
Previous Registrations
Carolinas Wealth Consulting LLC
Carolinas Investment Consulting LLC
Carolinas Investment Consulting LLCBroker
Carolinas Investment Consulting LLC
Captrust Financial Advisors
Capfinancial Partners, LLCBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities, INC.Broker
State Registrations1 state
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