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Jim David

Jim
David

David Wealth Management, LLC

CRD#4092356
Investment Advisor
in Fairfax, VA

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About this Advisor

Jim David is the co-founder of David Wealth Management, a fee-only financial advisor firm located in Fairfax, Virginia. David has 19 years of experience. In addition to a Series 65 license, he holds certified public accountant (CPA) and retirement planning specialist (RPS) designations. His service offerings include retirement planning, estate planning and investment planning. His firm also emphasizes tax planning as essential to successful financial planning.

David says that his firm helps its clients to simplify their financial goals, decisions and plans so they feel confident in their futures. He is currently registered to serve clients in the state of Virginia, and he specializes in serving executives, business owners and retirees. He requires investable assets of $250,000 for an account minimum. David charges his clients an hourly fee for standalone financial planning services. Investment advisory clients, who receive both financial planning and investment management services, are charged a fee based on a percentage of assets under management. His firm receives no compensation or commission from any product it recommends, nor does it represent any product or company.

David says his firm offers globally diversified, low-cost and tax-efficient portfolios that emphasize evidence over emotions. He strives to teach his clients how to invest more confidently, based on clearly defined investment principles and in a way that reflects their personal goals and risk tolerance. The most common mistake that David sees investors make is not having an appropriate asset allocation that’s consistent with their personal goals, time horizon and risk tolerance. David believes that asset allocation accounts for over 90% of a portfolio’s performance. Broadly speaking, his investment principles include an emphasis on diversification and an avoidance of trying to outguess or time the market.

He communicates with his clients via email at least quarterly and by phone a couple times a year. He tries to meet with each of his clients in person once a year.

Certifications and Registrations

Series 65, Certified Public Accountant (CPA), Retirement Planning Specialist (RPS)

Years of Experience

19

Services Offered

Retirement Planning, Estate Planning, Investment Planning

Fee Structure

Asset based fee

Fiduciary

Yes

Disclosures

0

Office Location

8315 Lee Highway, Suite 325
Fairfax, VA

Phone Number

(703) 560-8300

Advisor Certifications and Licenses

Series 65

Certified Public Accountant (CPA)

Retirement Planning Specialist (RPS)

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Investment Advisory Services

  • Retirement Planning
  • Estate Planning
  • Investment Planning

Jim David Work History

Jim has 19 years of experience.

2012 - Present (6 years)

David Wealth Management, LLC

2009 - 2012 (3 years)

Brown Advisory

1999 - 2009 (10 years)

FBR Capital Markets

Disclosures

Jim has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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