David Colley
David Colley is a registered investment advisor at Crux Wealth Advisors, based in Long Beach, CA, 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, Investment Management, Retirement Planning. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
111 W. Ocean Blvd, 4th Floor, Long Beach, CA, 90802
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
David is involved in rental real estate and acts as an insurance agent, dedicating minimal time to each. He also serves as COO and an Investment Advisor Representative for Crux Wealth Advisors, spending about two-thirds of his time there.
Employment History
Current Registrations
Crux Wealth Advisors
Arete Wealth Management, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
State Registrations13 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.