David Polson is a registered investment advisor at Integrated Advisors Network LLC, based in Greenville, SC, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B 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 | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
124 Verdae Blvd, Suite 403, Greenville, SC, 29607
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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 client services coordinator for Capital City Financial Partners. This activity takes place during regular business hours and involves client services.
Employment History
Current Registrations
Integrated Advisors Network LLC
State Registrations1 state
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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