David
Herman
Wealth Management Advisors, LLC
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About this Advisor
David Herman is a financial advisor working out of Greenville, South Carolina with a total of 9 years of relevant experience. Herman is currently employed by Wealth Management Advisors, LLC. Throughout their career, they have worked at Retired, The Investment Center Inc, Wagner Wealth Management, Wealth Management Advisors, LLC, Triad Advisors Inc and Arkadios Capital. Herman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina. Wealth Management Advisors, LLC is a firm operating out of Greenville, SC. It has a total of eight advisors. It handles $380 million in assets under management between its 1,229 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,229 accounts, 34% are held by high-net-worth individuals who have greater than $1 million in investable assets. Wealth Management Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services are provided. However, fees billed by Wealth Management Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Advisors, LLC Brokerage Details
$379,471,671
8
1,229
$308,765
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Herman Work History
David has been registered as a financial advisor for 9 years.*
Arkadios Capital
Wealth Management Advisors, LLC
Wagner Wealth Management
Triad Advisors Inc
The Investment Center Inc
Retired
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Herman 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 Wealth Management Advisors, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Anderson, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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