David Huff is a PFS-designated registered investment advisor at Dw Huff Advisory, based in Chalmette, LA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2 clients with $160K 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual advisory fee will be reduced by 0.20% for accounts managed outside DWHAS’s Wrap Fee Program. Fee includes investment management and ongoing financial planning.
Fee Estimator
Location
908 W Judge Perez Dr Suite C, Chalmette, LA, 70043
Get directionsHistory
Regulatory History (1)
Regulatory
August 2016Other Business Activities
Since 2019, David owns DW Huff Consulting, a public accounting firm, where he provides tax accounting services. This activity takes about half of David's time during trading hours.
Employment History
Current Registrations
Dw Huff Advisory
Previous Registrations
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
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.