David Koppenheffer
David Koppenheffer is a CFP-designated registered investment advisor at Forvis Mazars Wealth Advisors, LLC, based in Greenville, SC, with 10 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, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 4,584 clients with $12B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees are negotiable for accounts over $25,000,000. Employees and partners receive discounts. Minimum annual fee is $7,500.
Fee Estimator
Location
11 Brendan Way, Suite 200, Greenville, SC, 29615
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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 →Other Business Activities
David sits on the advisory board of MICAH Program, Inc, a non-profit providing financial assistance, lending, and education. His duties include marketing, investment oversight, and sale of securities, taking a few hours per week and is uncompensated.
Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
Previous Registrations
Dixon Hughes Goodman Wealth Advisors LLC
Dixon Hughes Goodman Wealth Advisors LLC
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
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