DW
DW

David Warner

19 Years of Experience
Kitty Hawk, NC

David Warner is a registered investment advisor at Hutchins Canning & Company PA, based in Kitty Hawk, NC, with 19 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. Their firm serves 71 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
71 clients
Average Client Portfolio
$929K average
Assets Under Management
$66.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.65%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

4720 N. Croatan Highway, Kitty Hawk, NC, 27949

Get directions

History

Regulatory History
Clean regulatory record

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 prepares individual income tax returns for clients of Hutchins Canning & Company on a seasonal basis. He prioritizes investment work and uses tax preparation to fill his spare time.

Employment History
Current Registrations
Hutchins Canning & Company PA
December 2006 - Present · 19 yrs 5 mos
State Registrations1 state
NC
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.