David Chase is a registered investment advisor at Castlewood Financial Advisors, LLC, based in Danville, CA, with 21 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $749K | 1.25% |
| $749K - $1.2M | 1.10% |
| $1.3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Danville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is a Senior Director at Amtrak, focusing on corporate budgeting and analysis. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Castlewood Financial Advisors, LLC
Previous Registrations
LPL Financial Corporation
State Registrations1 state
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