Davi Kutner
Davi Kutner is a CFP-designated registered investment advisor at Aprio Wealth Management, LLC, based in Atlanta, GA, with 22 years of industry experience. Davi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 1,699 clients with $4.2B 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 $250K | 1.00% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are subject to negotiation. Accounts are subject to a minimum annual fee of $2,500.
Fee Estimator
Location
2002 Summit Boulevard, Suite 120, Atlanta, GA, 30319
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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
Davi is a committee member for Hillels of Georgia and a board of trustees member for Atlanta Jewish Academy, dedicating minimal time to each. Davi is also an agent for Aprio Risk Management and an employee/partner at Aprio, LLP, a CPA firm, where he spends full-time hours, including time during securities trading hours.
Employment History
Current Registrations
Aprio Wealth Management, LLC
Previous Registrations
Aprio Strategic Partners, LLCBroker
Securian Financial Services, INC.
Gv Financial Advisors, INC.
Gv Financial Advisors, INC.
Securian Financial Services, INC.Broker
Allied Consulting Group
State Registrations2 states
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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