David Boardman is a CFP-designated registered investment advisor at Diablo Investment Advisors, LLC, based in Ponte Vedra, FL, with 12 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 27 clients with $42M 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 $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.10% |
Rates shown are for asset management only. Diablo Investment Advisors also offers a combined asset management and financial planning service charged at 0.65% on the first $1 million and 0.25% on amounts over $1 million. Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
Ponte Vedra, FL
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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 Activities
David is employed as an airline pilot for American Airlines since 1991. This non-investment related activity takes about half of his time.
Employment History
Current Registrations
Diablo Investment 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.
Exams
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