David Misenheimer
David Misenheimer is a CFP-designated registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleigh, NC, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 2,262 clients with $2.7B 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 | 1.50% |
Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.
Fee Estimator
Location
2413 Blue Ridge Rd, Suite 201, Raleigh, NC, 27607
Get directionsHistory
Regulatory History (1)
Regulatory
January 2019Other Business Activities
David is the president of ASM Capital Corp. since 2016, spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Aptus Capital Advisors, LLC
Aptus Capital Advisors, LLC
Moloney Securities CO., INC.Broker
Cw Securities, LLCBroker
Gordon Asset Management, LLC
Capital Investment Group, INC.Broker
Capital Investment Brokerage, INC.Broker
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.
Exams
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