David Reyes
David Reyes is a registered investment advisor at Reyes Financial Architecture INC., based in San Diego, CA, 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 160 clients with $160M 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 $500K | 2.45% |
| $500K - $1.5M | 1.95% |
| $1.5M - $2.5M | 1.75% |
| $2.5M+ | 1.50% |
Fees can be negotiated at the sole discretion of RFA.
Fee Estimator
Location
4660 La Jolla Village Drive, Suite 725, San Diego, CA, 92122
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2015Judgment / Lien
January 2010Judgment / Lien
November 2008Customer Dispute
March 2006Customer Dispute
June 2003Other Business ActivitiesSells Insurance
David is licensed to sell fixed insurance products and dedicates a few hours per week to this activity. He is also an author/co-author of financial books and holds a mortgage loan originator license, but is not actively engaged in either.
Employment History
Current Registrations
Reyes Financial Architecture INC.
Previous Registrations
NFP Securities, INC.
Qa3 Financial LLC
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.