David Cusine is a registered investment advisor at Creand Management, based in Miami, FL, with 2 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, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 140 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
Location
777 Brickell Avenue, Suite 1201, Miami, FL, 33131
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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 serves as Investment Advisory Manager for Creand Management LLC, an affiliated RIA, since June 2023. He may also serve on advisory committees for various affiliated and non-affiliated entities from time to time.
Employment History
Current Registrations
Creand Management
Creand SecuritiesBroker
State Registrations4 states
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