DM
DM
David Machemehl
31 Years of Experience
Frisco, TX
1 Disclosure
David Machemehl is a registered investment advisor at Asset Management Corporation, based in Frisco, TX, with 31 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. Their firm serves 45 clients with $100M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$99.5M
Fee Structure
Investment management only (planning not offered)
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% |
| $4M+ | 0.30% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Frisco, TX
Get directionsHistory
Regulatory History (1)
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Regulatory
July 2006Final
Employment History
Current Registrations
Asset Management Corporation
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Crispian Venture Capital, LLC
February 2007 - November 2017 · 10 yrs 9 mos
Asset Management CORP
March 2006 - November 2017 · 11 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - March 2005 · 1 yr 8 mos
Wachovia Securities, LLC
July 2003 - March 2005 · 1 yr 8 mos
Prudential Securities IncorporatedBroker
June 2000 - July 2003 · 3 yrs 1 mo
Prudential Securities Incorporated
June 2000 - July 2003 · 3 yrs 1 mo
J.C. Bradford & CO.Broker
February 1998 - June 2000 · 2 yrs 4 mos
Dain Rauscher IncorporatedBroker
January 1998 - February 1998 · 1 mo
Rauscher Pierce Refsnes, INC.Broker
May 1993 - January 1998 · 4 yrs 8 mos
State Registrations2 states
KYTX
Advisor
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Exams
No exam information available for this advisor.