David Unda is a registered investment advisor at Unda Financial and Consulting LLC, based in Palmetto Bay, FL, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 34 clients with $4M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum fee of $2,500 per quarter applies for assets under management less than $1 Million.
Fee Estimator
Location
Sw 78th Ave, 15975, Palmetto Bay, FL, 33157-2303
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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 works as a real estate agent for Miami Partners Realty Group LLC, dedicating about 10-20% of his time to this activity. This real estate work is not investment-related.
Employment History
Current Registrations
Unda Financial and Consulting LLC
State Registrations1 state
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