David Boike
David Boike is a ChFC-designated registered investment advisor at Retirement Resources, LLC, based in Auburn Hills, MI, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 391 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually, but fees are negotiable based on account size, representative, and complexity. Sub-advisors may charge an additional 0.10% to 1.00%.
Fee Estimator
Location
1625 N Opdyke Rd, Auburn Hills, MI, 48326
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
February 2006Other Business ActivitiesSells Insurance
David is an independent insurance agent. This activity accounts for about 10-20% of his time.
Employment History
Current Registrations
Retirement Resources, LLC
Previous Registrations
Global Financial Private Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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