David Blackston
David Blackston is a registered investment advisor at Blackston Financial Advisory Group, LLC, based in The Villages, FL, 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 High Net Worth, Investment Management. Their firm serves 1,012 clients with $300M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
8564 E. County Road 466, Suite 302, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
David is the president of Blackston's Insurance and Financial Solutions since 2003. This suggests he is involved in insurance-related activities.
Employment History
Current Registrations
Blackston Financial Advisory Group, LLC
Previous Registrations
Royal Fund Management, LLC
American Investment Services
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.