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 | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees are negotiable for amounts over $2.5 million.
Fee Estimator
Financial planning fees are either fixed (up to $10,000) or hourly (up to $400). Portfolio management fees are based on a percentage of assets under management, as detailed in the fee table. There is also an annual $35 fee for portfolio aggregation software, waived for accounts under $5,000. Clients managing assets through Portfolio Medics, LLC are subject to a 2.60% annual management fee. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
317 State Street, Guthrie Center, IA, 50115
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 is a licensed life insurance agent in Michigan, working with Integrity Financial Service, LLC since March 2020. This activity takes nearly full-time.