Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Retail Asset Management: Amounts over $1,000,000 are negotiable.
Fee Estimator
Accuvest charges an annual fee based on assets under management. For retail asset management, the first $1,000,000 is billed at 2.00%, and amounts over $1,000,000 are negotiable. For institutional asset management, the first $1,000,000 is billed at 1.50%, the next $1,000,000 to $2,500,000 is billed at 1.25%, the next $2,500,000 to $5,000,000 is billed at 1.00%, and amounts over $5,000,000 are negotiable. Consulting fees are charged on a one-time or annual retainer basis, and research fees are charged on an annual flat fee basis. A minimum fee of $25,000 per engagement is generally charged for financial consulting services.
Areas of Practice
Advisor Information
Office location
3100 Oak Road #380, Walnut Creek, CA, 94597
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the CEO of MIG Inc., dedicating about a quarter of his time to this role. He also holds roles in several other companies, including Fortune Strategies (an insurance brokerage), Mosaic Brazil Limitada, Mosaic Corporate Services, Mosaic Financial Uzbekistan, Mosaic Energy LLC, and Mosaic Properties, LLC, but spends minimal time in each of these roles.