David Gottschalk
David Gottschalk is a registered investment advisor at Capital Asset Advisory, INC., based in Jacksonville, FL, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 170 clients with $59M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable. There is a $100 minimum annual fee.
Fee Estimator
Location
8825 Perimeter Park Blvd. Suite 203, Jacksonville, FL, 32216
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 →Other Business ActivitiesSells Insurance
David is an independent life insurance agent for various companies since 2000, dedicating minimal time to this activity. He also owns Guana View Properties, LLC, a holding company for real estate.
Employment History
Current Registrations
Capital Asset Advisory, INC.
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.