David Poole is a registered investment advisor at Verity Investment Partners, based in Beaufort, SC, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable and vary by investment strategy, product type, account size, customization requirements and required service levels. Model Delivery is offered at 0.30% with no minimum account size. Direct Contract fees are custom.
Fee Estimator
Location
2015 Boundary Street, 2nd Floor, Beaufort, SC, 29902
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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
Verity Investment Partners
Previous Registrations
Charles Schwab Investment Management, INC
Charles Schwab Investment Advisory, INC
Thomaspartners, INC.
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.