Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.
Areas of Practice
Advisor Information
Office location
1440 Arrowhead Drive, Maumee, OH, 43537
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 manages Sherman TDC, LLC and Vanbridge Life and Executive Benefits, both dealing with non-variable life and disability insurance and fixed annuities, taking about a quarter of his time for each. He also manages several other LLCs that indirectly own life insurance and collectibles, requiring minimal time.