David Pope is a registered investment advisor at Liberty Square Wealth Partners LLC, based in Bolivia, NC, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 625 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually based on the market value of assets under management. Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
Bolivia, NC
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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.
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David is self-employed as a musician, working as a keyboardist and vocalist from his home office. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Liberty Square Wealth Partners 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.
Exams
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