David Rensselaer
David Rensselaer is a registered investment advisor at 360 Financial Partners, LLC, based in Mount Pleasant, SC, with 17 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 292 clients with $210M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable. Tickets are charged separately by the qualified custodian.
Fee Estimator
Location
1081 Johnnie Dodds Blvd., Ste 100, Mount Pleasant, SC, 29464
Get directionsHistory
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 ActivitiesSells Insurance
David is an agent at 360 Financial Partners, LLC, dedicating nearly full-time hours there, and spends about 10% of his time on insurance sales. He is also an investment advisor representative and 25% owner of DVR Holdings LLC, an investment property.
Employment History
Current Registrations
360 Financial Partners, LLC
Stonex Securities INC.Broker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations7 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.