David Webster is a registered investment advisor at Axiom Asset Management, based in Wayne, PA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 598 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axiom Asset Management charges an annual fee based on a percentage of the value of your investments. The fee is charged quarterly.
- Equity Portfolios:
- Up to 1.25% for assets below $250,000
- Up to 1% for assets below $2,500,000
- Negotiable for assets above $2,500,000
- Fixed Income Portfolios:
- Up to 0.70% for assets over $100,000
The fees do not include custody fees or other costs associated with securities transactions.
Location
550 E Swedesford Rd, Suite 110, Wayne, PA, 19087
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Regulatory History
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 works as a financial advisor at Axiom Asset Management, an RIA, focusing on investment management. This is a full-time commitment.
Employment History
Current Registrations
Axiom Asset Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Goldman, Sachs & CO.Broker
State Registrations1 state
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.