David Ducharme
David Ducharme is a registered investment advisor at Ducharme Wealth Advisors, LLC, based in Jenkintown, PA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 45 clients with $12M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Minimum annual fee of $1,500. Maximum annual fee of $40,750. Fees for held-away accounts are 0.60% on all assets.
Fee Estimator
Location
610 Old York Road, Suite 400, Jenkintown, PA, 19046
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 a health insurance agent offering group plans to small and medium-sized businesses, dedicating about 10-20% of his time. He also serves as Treasurer/Board Member for the Milton Hershey School Alumni Association, spending minimal time on budgeting and financial forecasting.
Employment History
Current Registrations
Ducharme Wealth Advisors, LLC
Previous Registrations
Id Washington Wealth Management, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Santander Securities
Santander Securities LLCBroker
State Registrations1 state
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