David Walkush
David Walkush is a CFA-designated registered investment advisor at Breakwater Investment Group, LLC, based in Newport Beach, CA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $62M 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 $15.0M | 0.50% |
| $15.0M - $30.0M | 0.25% |
| $30M+ | 0.15% |
All fees are subject to negotiation. Fees will not exceed an annual rate of 2% of the client’s supervised assets.
Fee Estimator
Location
Newport Beach, CA
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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 an insurance agent selling insurance through Ohlsen Group since September 2024. This activity requires a few hours per week.
Employment History
Current Registrations
Breakwater Investment Group, LLC
Previous Registrations
Acclaro Advisors
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.