Advisor at AdvisorsTrust Partners LLC
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Firm
AdvisorsTrust Partners LLC
Location
Belmont, NC 28012
Credentials
Series 63, Series 65
Industry experience
26 years
David McMahan is a financial advisor with AdvisorsTrust Partners LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Prospera Financial Services since 2016 and at Bfm Capital since 2004. McMahan serves as a board member for the HV3 Foundation, a nonprofit organization. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $217 million in assets and employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies.
Based on AdvisorsTrust Partners LLC
Financial planning fixed fees ranging from $2,000 to $20,000, payable upon completion.
$0 - $5,000,000: 2.25% $5,000,001 - $10,000,000: 2.00% >$10,000,001+: 1.75%
Supervised persons are registered representatives of a broker-dealer and may receive commissions from brokerage product sales.
$500 per hour for advisory services outside financial planning or investment management.
420 Park Street, Suite 100
Belmont, NC 28012
North Carolina
Prospera Financial Services
2016 - Present (10 years)
Bfm Capital
2004 - Present (22 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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