Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.
50 California Street, Suite 1500, San Francisco, CA, 94111
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Learn about disclosures →David works as a registered representative for Summit Trail Securities, LLC and as an investment advisor for Summit Trail Advisors, LLC. Both roles are investment-related and each takes about a quarter of his time.