James David is a PFS-designated registered investment advisor at Focus Partners Wealth, LLC, based in Fairfax, VA, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Contact
James David
Location
8315 Route 29, Suite 325, Fairfax, VA, 22031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
David Wealth Management, LLC
Fbr Investment Management, INC.
Fbr Investment Management, INC.
Friedman Billings Ramsey Investment Management INC
State Registrations1 state
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