Thomas David is a CFP, PFS-designated registered investment advisor at Rockport Wealth Advisors, based in Fairview Park, OH, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 1,623 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
Fees are charged as a flat percentage of total household account value, not a tiered rate. All fees are negotiable. For clients utilizing Betterment, the total fee is 0.75%, with Betterment retaining 0.25% and Rockport Wealth Advisors receiving 0.50%.
Fee Estimator
Location
22730 Fairview Center Dr, Suite# 150, Fairview Park, OH, 44126
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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
Thomas is an adjunct faculty employee at Lorain County Community College since May 2024. This takes about 10-20% of his time during the school year.
Employment History
Current Registrations
Rockport Wealth Advisors
Previous Registrations
St. Clair Advisors, LLC
Strategic Value Bank Partners LLC
Cm Wealth Advisors INC.
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.
Exams
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