David Bull is a registered investment advisor at Ark Wealth Management, based in Austin, TX, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 298 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable and depend on the client's needs and complexity of the situation. The maximum fee is 1.80% per year.
Fee Estimator
Location
3520 Executive Drive, Suite 124, Austin, TX, 78731
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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 insurance agent and owner at Ark Insurance Group, selling insurance products, and an owner at Ark Family Office, LLC, a family office consulting firm. Both activities consume significantly more than full-time hours.
Employment History
Current Registrations
Ark Wealth Management
Previous Registrations
Ark Financial Advisors, LLC
Oakwell Private Wealth Management
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.