David Murdoch is a registered investment advisor at Lind Capital Partners, based in Northfield, IL, with 9 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 $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 | 0.75% |
Advisory fees are negotiable depending on the size and nature of the portfolio.
Fee Estimator
Location
One Northfield Plaza, Suite 222, Northfield, IL, 60093
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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
Lind Capital Partners
State Registrations2 states
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