David Hawes is a registered investment advisor at Four Points Advisors, LLC, based in Tampa, FL, with 7 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 1 more. Their firm serves 81 clients with $37M 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 | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Four Points Advisors, LLC
Four Points Capital Partners LLCBroker
Four Points Capital Partners LLC
Previous Registrations
Drexel Hamilton, LLCBroker
State Registrations6 states
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