David Mckinlay is a ChFC-designated registered investment advisor at David W. Mckinlay, Chfc, based in Greenwood Village, CO, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.70% |
Fees are negotiable. Mr. McKinlay occasionally carries higher than normal cash balances in accounts as a defensive posture. He will charge only 0.25% on all cash balances.
Fee Estimator
Location
7720 E. Belleview Ave #200, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
David W. Mckinlay, Chfc
State Registrations1 state
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