David Machemehl
David Machemehl is a registered investment advisor at Asset Management Corporation, based in Frisco, TX, with 32 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 54 clients with $110M 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 $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5.0M - $6.0M | 0.20% |
| $6M+ | 0.10% |
Fees are calculated and billed quarterly in advance. Multiple accounts held by a client or related family members may be aggregated to determine total asset value. Advisory fees are negotiable under certain circumstances.
Fee Estimator
Location
Frisco, TX
Get directionsHistory
Regulatory History (1)
Regulatory
July 2006Employment History
Current Registrations
Asset Management Corporation
Previous Registrations
Crispian Venture Capital, LLC
Asset Management CORP
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
J.C. Bradford & CO.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
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.
Exams
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