DS
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David Simpson
19 Years of Experience
Mandeville, LA
May Earn CommissionSells Insurance
David Simpson is a registered investment advisor at The Fiscal Fitness Company, INC., based in Mandeville, LA, with 19 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 66 clients with $17M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
66 clients
Average Client Portfolio
$252K average
Assets Under Management
$16.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mandeville, LA
Get directionsHistory
Regulatory History
Clean regulatory record
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 sells life insurance.
Employment History
Current Registrations
The Fiscal Fitness Company, INC.
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
The Mutual Fund Store
April 2006 - September 2006 · 5 mos
The Mutual Fund Store
February 2006 - April 2006 · 2 mos
State Registrations1 state
LA
Advisor
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.