David Mccary
David Mccary is a CFP-designated registered investment advisor at Mccary Anheuser Wealth Management, LLC, based in West Hartford, CT, 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, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 5 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McCary Anheuser Wealth Management charges a fee for investment management that is combined with a financial planning fee. The combined fee ranges from 0.50% to 1.00%+ of the value of your investments, depending on the complexity of your financial planning and investment portfolios. This fee is fixed for two years and then recalculated. Alternatively, you can pay a financial planning fee of $1,000 to $1,500 per month plus an investment management fee ranging from 0.50% to 1.0% of your investments.
Contact
David Mccary
Location
15 North Main Street, Suite 100, West Hartford, CT, 06107
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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.
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David is the sole managing member of David W McCary, LLC, a part-time photography and commercial real estate advisory business, and managing member of Duxford Capital Advisors, LLC, an early stage venture capital investing and advising firm. He also serves as a trustee for several organizations and volunteers at his local church and a ski mountain, dedicating minimal time to each.
Employment History
Current Registrations
Mccary Anheuser Wealth Management, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 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
Additional Information
Visit my professional photography website at www.dwmccary.com