David Biehl is a registered investment advisor at Capital Management Services, based in Santa Barbara, CA, with 1 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 7 clients with $12M 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 | 0.60% |
Fees are negotiable for larger accounts, typically in excess of $250,000. Certain accounts are based on a split fee schedule where the portfolio is separated into growth investments and income producing investments. In these cases, the annualized fee is .6% for the growth portion of the portfolio and .25% for the income producing portion of the portfolio.
Fee Estimator
Location
Santa Barbara, CA
Get directionsHistory
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
Capital Management Services
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.