David Debrot
David Debrot is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Greenville, RI, with 12 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.
Fee Estimator
Location
600 Putnam Pike, Suite 4, Greenville, RI, 02828
Get directionsHistory
Regulatory History (5)
Financial
October 2018Financial
October 2018Financial
September 2018Financial
September 2018Financial
September 2018Employment History
Current Registrations
Kintra Wealth, LLC
Mutual Securities, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
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
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