David Shields
David Shields is a registered investment advisor at Wealth Watch Advisors, INC, based in San Antonio, TX, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.
Fee Estimator
Location
300 E. Sonterra Blvd., Ste. 460, San Antonio, TX, 78258
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 an independent insurance agent/owner at Wealth Watch Partners, Inc. since 2019. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Wealth Watch Advisors, INC
State Registrations3 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.
Exams
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