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Credentials
None foundExperience Industry experience
9 years
Location
Remote
Wellington-Altus USA Inc.
Supported
Total advisors
3Clients per advisor
78 HighAvg AUM per client
$627,670 TypicalHNW client ratio
15% LowDavid Stovel is a financial advisor with Wellington-Altus USA Inc. He holds nine years of industry experience, including over a decade with RBC Wealth Management and RBC Private Counsel (USA) Inc. since 2013. Wellington-Altus USA Inc. provides discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a blend of fundamental and technical analysis across various asset classes and offers managed accounts, a customizable SMA platform, and a wrap-fee program.
Based on Wellington-Altus USA Inc.
Fixed fees for financial planning services may be charged; fees are negotiable
0.25% to 2.75% annually, varies by market value of assets, client, type of services, and negotiable
Hourly fees for financial planning services may be charged; fees are negotiable
Account minimum: $100,000 (may be waived at WA (USA)'s discretion) Minimum fee: $250 per quarter minimum fee Fee-only: Investment management and financial planning fees, no commissions charged by WA (USA)
Texas
9 years of industry experience
Wellington-Altus USA Inc.
2026 - Present • 1 year
Toronto, Ontario
Wellington-Altus Private Wealth
2025 - Present • 1 year
Toronto, Ontario
RBC PRIVATE COUNSEL (USA) INC.
2014 - 2025 • 11 years
Toronto, Ontario
RBC Wealth Management
2013 - 2025 • 12 years
Toronto, Ontario
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Real estate agent
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Other specialized services
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