David Dauchy is a CFA-designated registered investment advisor at Johnson Wealth INC., based in Milwaukee, WI, 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,412 clients with $10B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fees are negotiable for certain clients and custom fee structures may apply. Third-party managers engaged through program administrators may charge an additional 0.40% to 0.75%.
Fee Estimator
Location
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
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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 a Senior Vice President and Wealth Portfolio Manager at Johnson Bank, an investment-related affiliate, since May 2024. He works full-time as a portfolio manager and dual employee of Johnson Bank and Johnson Wealth Inc.
Employment History
Current Registrations
Johnson Wealth INC.
Previous Registrations
M&i Investment Management CORP.
State Registrations1 state
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.
Exams
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