David Felder is a CFP-designated registered investment advisor at &partners, based in Columbia, SC, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
1331 Elmwood Ave Suite 310, Columbia, SC, 29201
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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.
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David is a managing member of Midway 124 LLC, which owns an office building in Sumter, SC, since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Edward Jones
Edward JonesBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations16 states
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