David Chadwick
David Chadwick is a CFP-designated registered investment advisor at Total Clarity Wealth Management, INC, based in Gainesville, FL, with 26 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,038 clients with $760M 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 $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
Schedule reflects maximum annual fees for the Total Clarity Vision wrap program. Other programs like Value, PreActive, and CB accounts have separate schedules with maximum fees ranging up to 2.50% or 2.75%. Fees are negotiable.
Fee Estimator
Location
Gainesville, FL
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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 manager of Pinchot Road Advisors LLC, a non-investment related business entity for tax/investment purposes, since 2019. He also provides investment advisory services through Total Clarity Wealth Management, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLC
Hancock Whitney Investment Services INC.
Hancock Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
M&i Investment Management CORP.
M&i Financial Advisors, INC.
M&i Financial Advisors, INCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations4 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.
Exams
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