David
Fernandez
Captrust
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About this Advisor
David Fernandez is a financial advisor based in San Ramon, California, working with Captrust. David has previously held positions at Watermark Asset Management, Blackrock, and Captrust. David is registered to provide services in California. Currently, David is part of Captrust, which operates out of San Ramon, California. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
David Fernandez Work History
Captrust
Watermark Asset Management
Na
Blackrock
Disclosures
Please visit the SEC profile of David Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Tampa, FL
Boston, MA
Sanford, NC
Wenatchee, WA
San Antonio, TX
Raleigh, NC
Birmingham, AL
Phoenix, AZ
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