David Luck is a CFP-designated registered investment advisor at Advisor Financial Services, INC., based in Glen Allen, VA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 219 clients with $56M 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 - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Schedule A is for general assets (cash, money markets, bonds, mutual funds, and exchange-traded funds). Schedule B is for equity assets (direct investments in publicly traded companies): - First $250,000: 1.5% per year - $250,001 to $500,000: 1.25% per year - $500,001 to $1,000,000: 1.0% per year - Over $1,000,000: 0.75% per year. Some clients may have arrangements where their rates differ from the current published rates.
Fee Estimator
Location
9307 Brook Road, Glen Allen, VA, 23060
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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.
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David works as a Certified Public Accountant at Luck & Company CPA PLLC, offering tax and accounting services. This activity is not investment-related.
Employment History
Current Registrations
Advisor Financial Services, INC.
State Registrations2 states
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