David Faskas is a CFA, CFP-designated registered investment advisor at Keller Wealth Advisors, based in Victoria, TX, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 556 clients with $920M 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 $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Minimum annual fee of $4,000 applies. Non-profit organizations are exempt from the minimum fee. Fees are generally negotiable.
Fee Estimator
Contact
David Faskas
Location
101 South Main St. Suite 300, Victoria, TX, 77901-8142
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 →Employment History
Current Registrations
Keller Wealth Advisors
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.
Exams
Additional Information
David graduated from the University of Houston-Victoria with a Bachelors Degree. He is also a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Financial Analyst® credentials.
More Advisors
- Kyle Noack, CFPKeller Wealth Advisors
- Thomas Keller, CFP, PFSKeller Wealth Advisors
- Beth Koonce, CFPKeller Wealth Advisors
- Hannah Gohmert, CFPKeller Wealth Advisors
- Christopher Laughhunn, CFPKeller Wealth Advisors
- John Hamman, CFPEdward Jones