David Witter
David Witter is a CFP-designated registered investment advisor at Financial Harvest Wealth Advisors, based in Winter Park, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 320 clients with $560M 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 $500K | 1.35% |
| $500K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable within each tier. A $5,000 minimum annual fee applies and may be waived.
Fee Estimator
Location
1091 West Morse Boulevard, Suite 200, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (2)
Regulatory
August 2011Customer Dispute
January 2011Other Business ActivitiesSells Insurance
David is an independent insurance agent licensed to sell life, health, and annuity insurance products since 2002, dedicating a few hours per week to this activity. He also co-owns and manages BurkeyThree, LLC, a property management company, with Nancy K. Witter, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Financial Harvest Wealth Advisors
Previous Registrations
Triad Advisors, INC.Broker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
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.