DW
CFA
DW
CFA
David Weitz
24 Years of Experience
Atlanta, GA
1 Disclosure
David Weitz is a CFA-designated registered investment advisor at Unified Investment Management, based in Atlanta, GA, 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 Financial Planning & Coaching, Investment Management. Their firm serves 89 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
89 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$150.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Glenlake Parkway, Suite 650, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2009Final
Employment History
Current Registrations
Unified Investment Management
May 2023 - Present · 3 yrs
Previous Registrations
Mercer Global Advisors INC.
April 2022 - March 2023 · 11 mos
Acg Wealth INC.
October 2018 - December 2022 · 4 yrs 2 mos
Arkadios CapitalBroker
October 2018 - November 2021 · 3 yrs 1 mo
Register Financial Advisors, LLC
August 2007 - October 2018 · 11 yrs 2 mos
Register & Akers Investments, INC.
February 2007 - August 2007 · 6 mos
Register & Akers Investments, INC.
October 2005 - December 2006 · 1 yr 2 mos
Register Financial Associates, INC.Broker
October 2001 - October 2018 · 17 yrs
State Registrations1 state
GA
Advisor
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.
Exams
No exam information available for this advisor.