David Raub
David Raub is a registered investment advisor at Outlook Capital Management, LLC, based in Arlington Heights, IL, with 21 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. Their firm serves 83 clients with $100M 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 | 1.00% |
The fee schedule is negotiable.
Fee Estimator
Location
125 S. Wilke Road, Suite 200E, Arlington Heights, IL, 60005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Outlook Capital Management, LLC
State Registrations1 state
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