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 $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable depending on account size, type, and level of service.
Fee Estimator
You'll pay an annual fee based on the value of your assets under management, as shown in the rate table. The fee is calculated quarterly in advance. A minimum of $250,000 is generally required to use this service, but this may be negotiable. Financial planning fees range from $1,000 to $25,000 per engagement. Ongoing financial planning is available as a monthly subscription starting at $200/month.
Areas of Practice
Advisor Information
Office location
8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562
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 Activities
David is a board member of the MCPASD Education Foundation, a charitable organization supporting local students and teachers. He dedicates minimal time to fundraising, budget tracking, and scholarship awards.