David Peloquin is a CFP-designated registered investment advisor at Main Street Advisors, LLC, based in Westminster, MD, with 26 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 116 clients with $73M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable. A minimum of $200,000 of assets under management is required for this service.
Fee Estimator
Location
205 East Main Street, Westminster, MD, 21157
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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
Main Street Advisors, LLC
State Registrations2 states
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