David Patrick Smith
Investment Adviser Representative at WEALTH MANAGEMENT
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $199,999 | 1.75% |
| $200,000 to $499,999 | 1.50% |
| $500,000 to $999,999 | 1.25% |
| $1,000,000 to $1,999,999 | 1.00% |
| $2,000,000 to $2,999,999 | 0.90% |
| $3,000,000 to $3,999,999 | 0.80% |
| $4,000,000 to $4,999,999 | 0.70% |
| $5,000,000 or more | 0.50% |
Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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