David Bridgforth
David Bridgforth is a registered investment advisor at South Texas Advisors for Retirees, LLC, based in San Antonio, TX, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 19 clients with $8.9M 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 | 1.50% |
Fee is 0.50% for Bonds and CD's, 1.50% for Stocks, ETF's and or Mutual Funds and 2.00% for Stocks, ETF's with Options. Fees are negotiable.
Fee Estimator
Location
San Antonio, TX
Get directionsHistory
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 ActivitiesSells Insurance
David owns South Texas Assurance for Retirees, an insurance agency, since 1990. He spends nearly full-time on this activity and considers it his primary business.
Employment History
Current Registrations
South Texas Advisors for Retirees, 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.