David Weingarten is a registered investment advisor at White Sands Family Office LLC, based in El Paso, TX, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Asset management fees are negotiable.
Fee Estimator
Location
El Paso, TX
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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
White Sands Family Office LLC
Previous Registrations
Virtus Family Office
State Registrations1 state
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