David Kassouf is a CFP-designated registered investment advisor at Kassouf Wealth Advisors, LLC, based in Birmingham, AL, with 26 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 237 clients with $470M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable and may be waived in certain circumstances. Accounts using Savant Wealth Management generally have a $2,000 minimum annual fee.
Fee Estimator
Location
2101 Highland Avenue South, Suite 650, Birmingham, AL, 35205
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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 director at Kassouf & Co., a certified public accounting firm, dedicating nearly full-time hours to this role. He also holds membership positions in Kassouf Retirement Plan Services LLC, Decimal Point Partners, and several real estate companies.
Employment History
Current Registrations
Kassouf Wealth Advisors, LLC
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
More Advisors
- Shannon Pike, CFPKassouf Wealth Advisors, LLC
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- Michelle Pike, CFPKassouf Wealth Advisors, LLC
- Caroline Gayle, CFPKassouf Wealth Advisors, LLC
- Patrick Long, CFPCommonwealth Financial Network