David Anderson is a registered investment advisor at 1808 Capital Partners, based in Greensboro, NC, with 24 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 285 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1808 Capital charges an annual fee of up to 2% of your portfolio. This fee is negotiable and can vary based on the complexity of your portfolio, the amount you invest, and other factors. The fee is typically deducted from your account quarterly in advance, but may be charged in arrears. You may receive a refund if you terminate the agreement before the end of a quarter.
Location
5 Corporate Center Ct, Suite 100, Greensboro, NC, 27408
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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.
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David is an owner of 1808 Capital Partners and owns Phantomdca, LLC, a rental real estate company. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
1808 Capital Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.