David Mcmanus
David Mcmanus is a registered investment advisor at Highland Capital Advisors , LLC, based in Louisville, KY, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 105 clients with $24M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
All advisory fees charged by HCA are negotiable.
Fee Estimator
Location
Louisville, KY
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2007Other Business ActivitiesSells Insurance
David offers insurance planning and sells fixed insurance products, including life insurance, fixed and indexed annuities, disability income insurance, long-term care, and health insurance, since 1994. He spends a few hours per week on this activity.
Employment History
Current Registrations
Highland Capital Advisors , LLC
Previous Registrations
Lincoln Financial Securities Corporation
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.