David Molano
David Molano is a registered investment advisor at Molano Wealth Management, based in Visalia, CA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2 clients with $180K 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 $2.0M | 1.00% |
| $2M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
525 W Main St., Suite 120-1193, Visalia, CA, 93291
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 works as an insurance agent for Molano Insurance Services since 2009, selling insurance products. This requires a few hours per week of David's time.
Employment History
Current Registrations
Molano 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.