David Lurch is a registered investment advisor at David Lurch LLC, based in Ft. Lauderdale, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 8 clients with $8.2M 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 $1000K | 2.50% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Ft. Lauderdale, FL
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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 member of the Board of Directors for the Miami Yacht Club, a non-profit organization, since 2019. He participates in voting on club issues.
Employment History
Current Registrations
David Lurch LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan Stanley
David A. Lurch, PA
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.