Wilson David Investment Advisors

Overview

Wilson David Investment Advisors is an independent, privately owned registered investment adviser that serves individual and family clients and small-business owners. The firm provides financial planning and discretionary portfolio management alongside client education through newsletters and seminars. Its fees are charged as a percentage of assets under management and on an hourly basis. The adviser does not identify as an active ESG investor, does not operate as a capital allocator, and does not position itself as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives