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David Brunswick

9 Years of Experience
Wake Forest, NC
Broker

David Brunswick is a registered investment advisor at G. A. Repple & Company, based in Wake Forest, NC, with 9 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,207 clients
Average Client Portfolio
$223K average
Assets Under Management
$716.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$75
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

335 S. White Street, Suite E, Wake Forest, NC, 27587

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

David works as a salaried financial planning and investment advisor assistant at Kingdom Financial Services since 2022. This is a nearly full-time commitment for David.

Employment History
Current Registrations
G. A. Repple & Company
July 2019 - Present · 7 yrs 3 mos
G. A. Repple & CompanyBroker
August 2017 - Present · 9 yrs 2 mos
State Registrations30 states
ALARCACOCTDCFLGAINKYMAMDMEMSNCNHNJNMNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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