David Dorsett is a registered investment advisor at Caldwell Advisors, LLC, based in Brentwood, TN. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 491 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
491 clients
Average Client Portfolio
$691K average
Assets Under Management
$339.1M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.75% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.25% |
Fees may be negotiable, but will never exceed 2.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5210 Maryland Way, Ste 202, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2022Final
Employment History
Current Registrations
Caldwell Advisors, LLC
March 2026 - Present · 1 mo
Previous Registrations
Gfg Solutions
September 2024 - March 2025 · 6 mos
Gfg Solutions
June 2024 - February 2025 · 8 mos
State Registrations1 state
TN
Advisor
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
No exam information available for this advisor.