David Duncan is a CFP-designated registered investment advisor at Monterey Wealth, based in Atlanta, GA, with 9 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, Investment Management, and 1 more. Their firm serves 157 clients with $300M 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 $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable for accounts of $10,000,000 or more.
Fee Estimator
Location
200 Ashford Center North, Suite 310, Atlanta, GA, 30338
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 independent insurance agent since 2018, selling insurance products. This activity takes a few hours per week.
Employment History
Current Registrations
Monterey Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
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.