Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, but clients may choose an hourly rate or a combination. Initial consultations are free. For continuing advisory agreements, fees are assessed quarterly in advance and deducted from the client’s account. Some clients prefer to be charged on a pure time basis at $125 per hour. Financial planning fees are charged at the current hourly rate, with a typical plan involving eight to ten hours of work. Discounts may be negotiated for special situations.
Areas of Practice
Advisor Information
Office location
Centennial, CO
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.
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David is an associate professor at the College for Financial Planning since 2014, spending about half his time there. He is also the President of Success by Design LLC, where he keeps track of taxes and expenses, dedicating minimal time to this activity.