David Hedges is a registered investment advisor at Bookman Bright, INC., based in Davidson, NC, with 23 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 87 clients with $22M 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 | 0.95% |
| $1M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
209 Delburg St., Suite 205, Davidson, NC, 28036
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 the president of Bookman Bright Consulting, Inc., a tax reduction and insurance business, dedicating about 10-20% of his time to it. He also owns College Bound Financial, where he helps families with college financial planning for a flat fee, spending minimal time on this activity.
Employment History
Current Registrations
Bookman Bright, INC.
Previous Registrations
Regal Investment Advisors LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
Raymond James Financial Services
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.