David D'eredita
David D'eredita is a registered investment advisor at Rise Private Wealth Advisors, based in Tucson, AZ, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 135 clients with $63M 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 $750K | 1.50% |
| $750K+ | 1.00% |
Accounts within the same household may be combined for a reduced fee. Fees may be negotiable based on client circumstances.
Fee Estimator
Location
3561 E Sunrise Drive, Suite 129, Tucson, AZ, 85718
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 is a managing member with a financial affiliation as an insurance agent. He spends about 10-20% of his time on these activities and may offer clients these services, receiving separate compensation.
Employment History
Current Registrations
Rise Private Wealth Advisors
Previous Registrations
Scottsdale Wealth Advisory LLC
Secure Investment Management, LLC
State Registrations4 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.