Robert David
Robert David is a registered investment advisor at Advisory Services Network, based in Farmington, MI, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
33604 Grand River Avenue, Farmington, MI, 48335
Get directionsHistory
Regulatory History (7)
Regulatory
April 2022Customer Dispute
July 2020Customer Dispute
April 2020Customer Dispute
March 2020Customer Dispute
May 2019Customer Dispute
May 2019Employment Separation After Allegations
March 2019Other Business Activities
Robert is a managing member and landlord for rental property through BIS LLC since August 2024. He spends minimal time on this activity, and it is not investment related.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
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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