David Oase is a registered investment advisor at Clout INC. Advisors, based in Tucson, AZ, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $8M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Generally the minimum account size is $5,000, subject to a minimum annual fee of $50.00. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.
Fee Estimator
Location
7802 E Escalante Rd, Tucson, AZ, 85730
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
David is the owner of David Oase CPA PC, a tax and accounting business, and an officer of Oase Financial Services, LLC, an RIA. He also sells life insurance and fixed annuities, and owns several businesses related to an air park.
Employment History
Current Registrations
Clout INC. Advisors
Previous Registrations
Oase Financial Services, 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.