David Coletto is a registered investment advisor at W.A. Smith Financial Group, based in Sheffield Village, OH, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,572 clients with $960M 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 | 1.50% |
| $500K - $1.5M | 1.10% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000. Sub-advisor and third-party manager fees may also apply, ranging from 0.16% - 0.75% in addition to GLR fees.
Fee Estimator
Location
5070 Waterford Drive, Sheffield Village, OH, 44035
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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 →Other Business Activities
David operates Ohio Investment Partners as a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
W.A. Smith Financial Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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