David Szabo
David Szabo is a registered investment advisor at Wealth Pro Advisors, INC., based in Sarasota, FL, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 205 clients with $310M 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 $2.0M | 1.25% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
2381 Fruitville Road, Sarasota, FL, 34237
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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 ActivitiesSells Insurance
David is a registered representative with APW Capital, spending a few hours per week. He is also an independent insurance agent and the CEO of Wealth Pro Advisors, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Wealth Pro Advisors, INC.
Apw Capital, INC.Broker
Previous Registrations
Truvestments Capital LLC
Wealth Pro Advisors, INC.
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Integrated Asset Management, LLC
Securities Service Network, INC.Broker
State Registrations8 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.