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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $110M 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% |
Fees are applied to the marginal asset amount within each tier. All fees are negotiable.
Fee Estimator
Location
895 Dove Street, Suite 300, Newport Beach, CA, 92660
Get directionsHistory
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.
Exams
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