David Aizuss is a registered investment advisor at Slp Wealth, based in La Mesa, CA, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Applies as an additional fee on top of monthly planning fees for clients who choose investment management. Rate starts at 0.75% per year and is negotiable. Third-party managers may add up to 0.12% per year on specific accounts.
Fee Estimator
Location
La Mesa, CA
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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 student loan consultant, dedicating about a quarter of his time to advising borrowers. He also works as a mortgage loan officer, but spends minimal time on this activity, primarily assisting past clients.
Employment History
Current Registrations
Slp Wealth
State Registrations2 states
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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