David Finnestad is a registered investment advisor at Finnestad Financial, based in Minooka, IL, 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 Investment Management. Their firm serves 20 clients with $14M 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 $199K | 2.00% |
| $199K - $500K | 1.70% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Advisory fee is negotiable. Finnestad Financial may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
Minooka, IL
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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 Activities
David is self-employed in livestock/agriculture since 1994. This takes about 10-20% of his time.
Employment History
Current Registrations
Finnestad Financial
Previous Registrations
United Planners' Financial Services of America a Limited Partner
State Registrations1 state
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