David Whitcher
David Whitcher is a registered investment advisor at Trellis Wealth Advisors, LLC, based in San Luis Obispo, CA, with 23 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 131 clients with $390M 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 | 0.50% |
Standard fee rate is negotiable.
Fee Estimator
Location
1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA, 93401
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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 →Employment History
Current Registrations
Trellis Wealth Advisors, LLC
Previous Registrations
S & Y Asset Management LLC
S & Y Asset Management LLC
Stone & Youngberg LLC
Citicorp Investment Services
Robertson Stephens, INC.
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.