David Darst is a CFA-designated registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 51 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an author of multiple books with McGraw-Hill Book Company, John Wiley & Sons, Inc., and Seapoint Books. He also serves as an advisory board member for The Bullfinch Companies and a senior investment consultant for Dynasty Financial Partners and The Family Office BSC (C), dedicating minimal time to each.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Goldman, Sachs & CO.Broker
Goldman Sachs International CORP.Broker
State Registrations1 state
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