Advisor at Means Wealth Management
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Firm
Means Wealth Management
Location
Sarasota, FL
Credentials
Series 63, Series 65
Industry experience
19 years
David Cust is a financial advisor with Means Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Means Investment Co. for the past 20 years. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm uses both active and passive investment strategies, offers regular market updates and educational materials, and serves institutional retirement plans alongside private investment vehicles.
Based on Means Wealth Management
Based on Means Wealth Management
Financial plan initial review and development: $2,500; Annual financial plan reviews: $500; Additional reviews: $500 each; Exit planning project-based fees typically $15,000 to $50,000.
$0 - $100,000: 2.00% $100,001 - $500,000: 1.60% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $1,000,000 (minimum household relationship size, waived at discretion) Minimum fee: Up to $5,000 minimum annual fee for Investment Advisory Services Fee-only: Fee-only investment advisor; no commissions, transaction fees, or markups charged.
Sarasota, FL
Florida · Maine
Means Investment Co.
2016 - Present (10 years)
Means Investment Co
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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
Sarasota, FL
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