David Mcmahan
David Mcmahan is a registered investment advisor at Advisorstrust Partners LLC, based in Belmont, NC, with 26 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 35 clients with $220M 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 $5.0M | 2.25% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Advisory fees are subject to negotiation based on multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
420 Park Street, Suite 100, Belmont, NC, 28012
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
David is a member of BFM Capital, LLC, a real estate investment entity, dedicating a few hours per week. He is also a board member/volunteer for HV3 Foundation, a non-profit, spending minimal time with no compensation.
Employment History
Current Registrations
Advisorstrust Partners LLC
Prospera Financial Services, INC.Broker
Previous Registrations
Prospera Financial Services, INC.
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations20 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.