David Halseth is a registered investment advisor at Consilium, LLC, based in Boulder, CO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consilium charges a fee for ongoing investment advisory services. The maximum investment advisory fee is 1.0%. Fees may be subject to a minimum of $5,000 annually or as negotiated with the client. The specific advisory fees are set forth in the Investment Advisory Agreement. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Consilium and its clients. In certain circumstances, fees and the timing of fee payments may be negotiated.
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Consilium, LLC
Previous Registrations
Advisory Consulting Group LLC
Strategies Investment Management, LLC
Strategies Capital Management
State Registrations1 state
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