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David D Fernandez

Captrust

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About David D Fernandez

David Fernandez is a Certified Financial Planner® and Chartered Financial Analyst® with over 10 years of experience in the financial services industry. David is currently registered as an Investment Advisor Representative with Captrust. David has a strong background in investment management, financial planning, and wealth management. David has a particular focus on working with high-net-worth individuals, families, and institutions. He is committed to providing his clients with personalized financial advice and solutions. He is also a member of the American Institute of Certified Public Accountants and the National Association of Personal Financial Advisors. David specializes in providing services such as financial planning, portfolio management, investment management, and retirement planning. David is committed to providing his clients with personalized financial advice and solutions.

Firm Information

David Fernandez is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Fernandez’s Registration & Firm History

CA

01/16/2019 - Present

Captrust (San Ramon CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David D Fernandez.
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