Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Areas of Practice
Advisor Information
Office location
916 East North First St Seneca, SC 29678, Seneca, SC, 29678
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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 sole owner of The David Chudyk Agency, an insurance agency, spending about half his time on this. He also holds positions with the SC Financial Planning Association and Lifetime Advisors, owns a building, and owns All Of My Assets, LLC.