Advisor at Trestle Wealth Advisory, LLC
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Firm
Trestle Wealth Advisory, LLC
Location
Duluth, GA 30096
Credentials
Series 65
Industry experience
10 years
David Jenkins is a financial advisor at Trestle Wealth Advisory, LLC in Duluth, GA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Elevate Wealth Advisory, Inc. and Daktronics. Trestle Wealth Advisory provides portfolio management, financial planning, and educational seminars to individuals, high-net-worth clients, and charitable organizations. The firm applies modern portfolio theory with a focus on long-term allocations and offers a range of investment vehicles, operating primarily with non-discretionary assets under management.
Based on Trestle Wealth Advisory, LLC
$0 - $250,000: 1.65% $250,001 - $500,000: 1.55% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $5,000,000: 1.20% $5,000,001+: 1.05%
$300 per hour for financial planning services
3470 Mcclure Bridge Rd, #2322
Duluth, GA 30096
Georgia
Trestle Wealth Advisory, LLC
2024 - Present (2 years)
Trestle Wealth Advisory, LLC
2021 - Present (5 years)
Elevate Wealth Advisory, Inc.
2015 - 2024 (9 years)
Daktronics
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
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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
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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 65
Duluth, GA
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Cwpim
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