Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
752 clients
Average Client Portfolio
$971K average
Assets Under Management
$730.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2008Denied
Customer Dispute
November 2008Denied
Other Business ActivitiesSells Insurance
David is the owner of PAAK-Edge, LLC, a business management entity. He also sells recommended insurance products to clients as an independent insurance agent, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Apeiron
January 2019 - Present · 7 yrs 2 mos
Previous Registrations
Atlas Wealth Advisors LLC
September 2017 - December 2018 · 1 yr 3 mos
Wfg Investments, INC.Broker
October 2014 - September 2017 · 2 yrs 11 mos
Wfg Advisors, LP
October 2014 - September 2017 · 2 yrs 11 mos
Ameriprise Financial Services, INC.
September 2005 - October 2014 · 9 yrs 1 mo
Ameriprise Financial Services, INC.Broker
August 2005 - October 2014 · 9 yrs 2 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations2 states
CATX
Advisor
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
No exam information available for this advisor.