David Freeze is a PFS-designated registered investment advisor at Fs Financial Advisors, LLC, based in Dallas, TX, with 7 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $17M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees are negotiable under appropriate circumstances.
Fee Estimator
Location
8350 N. Central Expressway, Suite 206, Dallas, TX, 75206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is the owner/shareholder of Freeze-Sulkov Holdings, Inc., a holding company with interests in oil, gas, and healthcare, dedicating a few hours per week to oversight and management. He also owns a portion of PHP 1, LLC (DBA-PHP Fitness), a gym/fitness center, and spends minimal time on accounting duties.
Employment History
Current Registrations
Fs Financial Advisors, LLC
State Registrations1 state
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