David Brezina
David Brezina is a CFP-designated registered investment advisor at Southport Station Financial Management, LLC, based in Southport, CT, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 215 clients with $180M 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 | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Location
368 Center Street, Southport, CT, 06890
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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 ActivitiesSells Insurance
David is an independent insurance agent selling property and casualty insurance through Barth Insurance Agency, dedicating about 10-20% of his time. He also owns and operates BAMM Landscaping & Property Management LLC, spending about 10-20% of his time on this business as well.
Employment History
Current Registrations
Southport Station Financial Management, LLC
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.