David Warner is a CFA-designated registered investment advisor at Warner Financial, INC, based in Bethesda, MD, with 25 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 256 clients with $850M 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 $250K | 0.90% |
| $250K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable and may vary depending on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Location
4550 Montgomery Ave, Suite 352 North, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Warner Financial, INC
Previous Registrations
Cambridge Investment Research, INC.Broker
Windsor Financial, LLC
Mutual Service CorporationBroker
Windsor Financial Group, INC.
State Registrations1 state
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