David Moeller is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 21 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,850 clients with $1.4B 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 | 2.50% |
Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.
Fee Estimator
Location
4295 San Felipe, Suite 300, Houston, TX, 77027
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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 involved with Symphony Financial, LTD. CO. as a registered investment advisor, operating under various DBAs including The Greensage Group and Aviation Retirement Strategies. These activities take about 10-20% of his time and occur during securities trading hours, primarily in an administrative role.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities Incorporated
American General Securities IncorporatedBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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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