DC
DC
David Culver
27 Years of Experience
West Hartford, CT
1 DisclosureBroker
David Culver is a registered investment advisor at Charles Schwab & CO., INC., based in West Hartford, CT, with 27 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11 South Main Street, West Hartford, CT, 06107
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2008Withdrawn
Employment History
Current Registrations
Charles Schwab & CO., INC.
April 2023 - Present · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Voya Financial Advisors, INC.
January 2020 - March 2023 · 3 yrs 2 mos
Voya Financial Advisors, INC.Broker
January 2020 - March 2023 · 3 yrs 2 mos
Fidelity Personal and Workplace Advisors
July 2018 - October 2019 · 1 yr 3 mos
Strategic Advisers LLC
November 2016 - July 2018 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
November 2016 - October 2019 · 2 yrs 11 mos
Scottrade, INC.Broker
April 2015 - November 2016 · 1 yr 7 mos
Amerivest Investment Management, LLC
April 2006 - April 2015 · 9 yrs
TD Ameritrade, INC.
February 2005 - April 2015 · 10 yrs 2 mos
TD Ameritrade, INC.Broker
October 2004 - April 2015 · 10 yrs 6 mos
Charles Schwab & CO., INC.Broker
December 1997 - August 2004 · 6 yrs 8 mos
State Registrations32 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.