David Bennett
David Bennett is a CFP-designated registered investment advisor at Unify Financial Advisors, based in Clearwater, FL, with 20 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 196 clients with $160M 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 | 1.25% |
Portfolio management fees are negotiable and will not exceed 1.25% annually. Fees are assessed on all billable assets including cash and money market funds.
Fee Estimator
Location
1465 South Fort Harrison Avenue, Suite 201, Clearwater, FL, 33756
Get directionsHistory
Regulatory History (2)
Regulatory
August 2016Criminal
July 2005Employment History
Current Registrations
Unify Financial Advisors
Previous Registrations
Successful Portfolios LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Invest Financial CorporationBroker
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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