David Fontaine is a PFS-designated registered investment advisor at Rwa Wealth Partners, based in Boston, MA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,149 clients with $17B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. Custom fixed income and cash management fee is 0.20% annually.
Fee Estimator
Location
Prudential Tower, 800 Boylston Street, Boston, MA, 02199
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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 Activities
David is a CPA/Partner at Marcum, LLP, an accounting firm, since 2006. This takes nearly full-time, and occurs during trading hours.
Employment History
Current Registrations
Rwa Wealth Partners
Previous Registrations
Braver Wealth Management, LLC
Cssc Investment Advisory Services, INC.
State Registrations2 states
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