David Hart
David Hart is a registered investment advisor at Safeguard Investment Advisory Group, LLC, based in Corona, CA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,849 clients with $600M 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 $250K | 2.15% |
| $250K - $500K | 1.90% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Location
4160 Temescal Canyon Road, Suite 307, Corona, CA, 92883
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 a registered investment adviser and insurance agent, dedicating full-time hours to Martin Wealth Management, LLC and Martin & Associates Insurance Services, Inc. He also works as a solicitor for Matson Money (minimal time) and as an agent for National Life Group (about 10-20% of his time), and volunteers as an instructor with NACFF.
Employment History
Current Registrations
Safeguard Investment Advisory Group, LLC
Martin Wealth Management, LLC
Previous Registrations
Lifepro Asset Management
Smc Advisory Network, LLC
Sovereign Investment Advisors
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.