David Kruis
David Kruis is a registered investment advisor at Belleair Wealth Management, LLC, based in Belleair Bluffs, FL, 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 Investment Management. Their firm serves 147 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Belleair retains discretion to negotiate the management fee within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Location
2811 West Bay Drive, Belleair Bluffs, FL, 33770
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 officer of David J Kruis, LLC, acting as an RIA representative and selling life insurance products. He dedicates a few hours per week to these activities, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Belleair Wealth Management, LLC
Previous Registrations
Calton & Associates, INC.Broker
Crossplan Money Management
American Wealth Management, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
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.