David Teel
David Teel is a CFP-designated registered investment advisor at Sweetwater Financial Advisors, LLC, based in Sugar Land, TX, with 21 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 368 clients with $84M 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 | 1.50% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. SFA can elect to impose a minimum annual fee of $5,000. Also offers a performance-based fee arrangement for certain clients.
Fee Estimator
Location
4665 Sweetwater Blvd.,, Suite 105, Sugar Land, TX, 77479
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Employment History
Current Registrations
Sweetwater Financial Advisors, LLC
State Registrations1 state
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