David Brian Lennox

Eastwind Capital Wealth Management

20 Years of Experience

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Firm Information

Eastwind Capital Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

334 clients

Average Client Portfolio

$208K average

Assets Under Management

$69.6M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Hourly Rate:$200/hr

For Specialized Strategic Investment Model accounts, the firm charges an annualized management fee ranging from 1% to 2.0%, billed monthly in arrears, based on the account asset value. The minimum to open an account is $50,000, and management fees and minimums are negotiable. Financial consulting services are offered for a negotiable fee of $200 per hour.

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Areas of Practice

Investment Management

Advisor Information

Office location

921 Eastwind Drive, Suite 101, Westerville, OH, 43081

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2007

Settled

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Other Business ActivitiesSells Insurance

David works as a representative for Estate Planning Professionals, providing insurance services since 1991. This non-investment related activity takes up about half of David's time.