David Roberts
David Roberts is a registered investment advisor at Arete Wealth Advisors, LLC, based in Gilbert, AZ, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable and tailored to each client.
Fee Estimator
Location
459 N Gilbert Rd, Gilbert, AZ, 85234
Get directionsHistory
Regulatory History (2)
Financial
April 2018Financial
January 2018Other Business Activities
David is engaged with Roberts Tax and Retirement Planning, providing retirement and tax planning, conducting social security seminars, and preparing tax returns. He also works as adjunct faculty at Grand Canyon University, teaching a business course about 10-20% of his time.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Previous Registrations
Center Street Advisors, INC.
State Registrations1 state
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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