David Maley is a CFP-designated registered investment advisor at 1102 Partners, LLC, based in Chicago, IL, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 21 clients with $110M 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 $3.0M | 0.90% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable. For Clients in the Special Situations Micro-Cap strategy, the fee schedule is 1.25% of assets up to $10,000,000; 1.00% of assets above $10,000,000.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a board member for the Joseph Maley Foundation and ClearSign Technologies Corporation, and an investment and finance committee member for Thresholds. He spends minimal time on the Joseph Maley Foundation, a few hours per week on Thresholds, and about 10-20% of his time on ClearSign Technologies.
Employment History
Current Registrations
1102 Partners, LLC
State Registrations2 states
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