David Hahl is a CFP-designated registered investment advisor at Edward Jones, based in Cornelius, NC, with 15 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
18805 W Catawba Ave Suite 206, Cornelius, NC, 28031
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2019Other Business Activities
David manages commercial and residential rental properties through Hahl Holding Company and 205 Catawba, LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
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
More Advisors
- Melissa Carlson, CFPEdward Jones
- Lateesha Mccullough, CFPEdward Jones
- David Byrne, CFPEdward Jones
- Robert Weimer, CFAEdward Jones
- Sean Travis, CFPEdward Jones
- Matthew Weaver, CFPPruco Securities, LLC