David Felder is a CFP-designated registered investment advisor at &partners, based in Sumter, SC, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
210 West Calhoun Street, Sumter, SC, 29150
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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 →Other Business Activities
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
&partners
&partnersBroker
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
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
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