David Khouri is a CFP-designated registered investment advisor at Wingate Wealth Advisors, INC., based in Lexington, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 649 clients with $1.4B 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 | 1.25% |
Annual fees generally range up to 1.25% based on various objective and subjective factors, including account complexity, asset size, and portfolio style. Fees are negotiable.
Fee Estimator
Location
450 Bedford Street, Lexington, MA, 02420-1547
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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
Wingate Wealth Advisors, INC.
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
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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