DC
DC
David Cowee
18 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,284 clients
Average Client Portfolio
$266K average
Assets Under Management
$607.7M
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 | 1.80% |
| $250K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
Fees are negotiable depending on client needs and complexity. There is also a $35 annual technology and administrative fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3066 Business Park Circle, Goodlettsville, TN, 37072
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2003Settled
Other Business ActivitiesSells Insurance
David is the president of Pineywoods Financial and a licensed insurance agent. He also serves as an elder at Fredonia Hill Baptist Church, dedicating a few hours per week to overseeing the church's spiritual and business direction.
Employment History
Current Registrations
Sageguard Financial Group, LLC
December 2022 - Present · 3 yrs 3 mos
Previous Registrations
Alphastar Capital Management, LLC
July 2021 - April 2023 · 1 yr 9 mos
Sageguard Financial Group, LLC
October 2012 - December 2021 · 9 yrs 2 mos
Brookstone Capital Management LLC
July 2007 - November 2012 · 5 yrs 4 mos
State Registrations1 state
TX
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.