David Haverstick
David Haverstick is a registered investment advisor at Ables, Iannone, Moore & Associates, INC., based in Savannah, GA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 409 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ables, Iannone, Moore & Associates manages investments for a fee based on the value of your portfolio. The annual fee ranges from 0.75% to 2.00% of the assets managed. This fee does not include brokerage commissions or other transaction costs. The fee is calculated and charged quarterly, in advance, based on the average month-end balance of the assets in the preceding three months. The firm may negotiate a lower fee based on factors such as anticipated future earnings or the amount of assets to be managed.
Location
419 Montgomery Street, Savannah, GA, 31401
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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 →Employment History
Current Registrations
Ables, Iannone, Moore & Associates, INC.
Previous Registrations
Intervest International, INC.
Intervest International Equities CorporationBroker
First Citizens Asset Management, INC
First Citizens Securities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations3 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.