David Green
David Green is a registered investment advisor at Green Financial Management, LLC, based in Birmingham, AL, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 137 clients with $55M 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 - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Location
2850 Cahaba Road, Suite 230, Birmingham, AL, 35223
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 affiliated with Green Financial, an insurance agency, and is a licensed insurance agent himself. He may recommend insurance products on a commission basis and spends a few hours per week on this business.
Employment History
Current Registrations
Green Financial Management, LLC
Previous Registrations
Clark Financial Advisors
Wells Fargo Advisors, LLC
State Registrations2 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.