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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $40M 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% |
Fees 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.
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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
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