David Sylvester is a CFA, CFP-designated registered investment advisor at Cavu Wealth Advisors, LLC, based in Walnut Creek, CA, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 81 clients with $170M 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 | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Related household accounts are aggregated for fee breakpoints. Fees may be negotiated or minimums waived under special circumstances.
Fee Estimator
Location
1220 Oakland Blvd., Suite 200, Walnut Creek, CA, 94596
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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
Cavu Wealth Advisors, LLC
Previous Registrations
Cavu Wealth Advisors
Cavu Wealth Advisors
Financial Network Investment Corporation
Bingham, Osborn & Scarborough LLC
Morrison & Frazier, LLC
State Registrations3 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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