David Partheymuller
David Partheymuller is a registered investment advisor at Normandy Capital Management, LLC, based in Lakewood, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 182 clients with $68M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee schedule for accounts held at Capital Group/American Funds is different: a flat rate of 0.125% per quarter.
Fee Estimator
Location
575 Union Blvd, Suite 201, Lakewood, CO, 80228
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Regulatory 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 operates under the DBA The Normandy Group and owns Normandy Capital Management LLC, an investment-related business. He is also an independent representative with various insurance carriers for fixed products through Normandy Insurance Services LLC.
Employment History
Current Registrations
Normandy Capital Management, LLC
Previous Registrations
Multi-Financial Securities Corporation
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.