David Schiller
David Schiller is a CFP-designated registered investment advisor at Aegis Wealth Partners, LLC, based in Phoenix, AZ, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5 clients with $930K 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 | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
3420 E Shea Blvd, Suite 200, Phoenix, AZ, 85028
Get directionsHistory
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 ActivitiesSells Insurance
David is life and health insurance licensed in Arizona, but no longer conducts insurance business and his license is set to expire in August 2024.
Employment History
Current Registrations
Aegis Wealth Partners, LLC
Previous Registrations
Vora Wealth Management, PLLC
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
State Registrations2 states
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.