DH
DH

David Hyman

15 Years of Experience
Huntsville, AL
Broker

David Hyman is a registered investment advisor at Arkadios Wealth Advisors, based in Huntsville, AL, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Clinton Avenue Suite 707, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Arkadios Wealth Advisors
December 2019 - Present · 6 yrs 5 mos
Arkadios CapitalBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Arkadios Wealth Advisors
November 2019 - November 2019 · 0 mos
G.L. Smith & Associates
September 2011 - November 2019 · 8 yrs 2 mos
G.L.S. & Associates, INC.Broker
October 2010 - November 2019 · 9 yrs 1 mo
State Registrations5 states
ALGAKSNVTN
AdvisorBrokerBoth

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
No exam information available for this advisor.