David Francis Lagrange
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% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
MSAM charges fees based on a percentage of assets under management. The specific fee is established in the client's written advisory agreement and is negotiable. The investment fee covers management of the account, periodic reviews, and quarterly reporting. Fees are deducted quarterly from the account. For pension consulting services, fees are also based on a percentage of plan value and are negotiable depending on the client's needs and the complexity of the situation.
Areas of Practice
Advisor Information
Office location
56 Court Street, Winterset, IA, 50273
Get directionsRegulatory History (3)
Customer Dispute
December 2024Customer Dispute
November 2024Regulatory
September 2024Other Business ActivitiesSells Insurance
David owns and operates Bridges Insurance Group, offering fixed insurance, property-casualty, life, and health insurance, dedicating about 10-20% of his time. He is also the president of Bridges Financial, Inc., a financial services business, and holds various treasurer and board member positions in community organizations.