Advisor at Spearhead Administrative Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spearhead Administrative Services, LLC
Location
Miami, FL
Credentials
CFP®, Series 63
Industry experience
15 years
David Reynolds is a CFP® professional with 15 years of industry experience. He is currently with Spearhead Administrative Services, LLC and The Leaders Group, Inc., holding roles that include Chief Marketing Officer and Registered Representative. His prior experience includes positions at Spearhead Capital Advisors, LLC and Spearhead Capital, LLC. Spearhead Administrative Services, LLC provides investment advisory and administrative services primarily to private investment funds and separately managed accounts tied to insurance company segregated asset accounts and private placement variable contracts. The firm employs a model of selecting independent subadvisors for fund management while providing oversight, due diligence, and administrative support.
Based on Spearhead Administrative Services, LLC
Retainer fees charged in certain limited circumstances for setting up offering documents around a Fund.
$0+: 0.10% to 2.15% per annum on Net Asset Value of Fund (Private Funds, varies by Series/Class of Interest) $0+: 0.15% to 2.15% per annum on Account assets (Separately Managed Accounts)
Commission-based compensation earned from the sale of insurance products separate and in addition to advisory fees.
Performance-based fees charged by some Funds and Accounts based on capital gains or appreciation; details in offering documents or IPS; typically passed on to subadvisors.
Account minimum: $1 million Fee-only: Management fees ranging generally from 0.10% to 2.15% per annum for Funds and 0.15% to 2.15% for Accounts; fees charged quarterly in arrears or monthly/quarterly in advance or arrears for Funds; no higher fees due to subadvisors.
Miami, FL
Florida
The Leaders Group, Inc.
2022 - Present (4 years)
Spearhead Administrative Services, LLC
2022 - Present (4 years)
Spearhead Capital Advisors, LLC
2016 - 2022 (6 years)
Spearhead Capital Advisors, LLC
2013 - 2016 (3 years)
Spearhead Capital, LLC
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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