David Mcinnis is a registered investment advisor at Madden Creek Advisors, based in San Rafael, CA, with 15 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, Retirement Planning. Their firm serves 30 clients with $38M 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 | 1.25% |
The annual fee generally varies between 0.50% and 1.25%. Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fee is $10,000 per year.
Fee Estimator
Location
1010 B Street, Suite 212, San Rafael, CA, 94901
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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 →Employment History
Current Registrations
Madden Creek Advisors
Previous Registrations
Boston Private Wealth LLC
Constellation Wealth Advisors LLC
Deutsche Bank Securities INC.
State Registrations2 states
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.