Dave Isaacson
Dave Isaacson is a registered investment advisor at Morgan Dempsey Capital Management LLC, based in Menomonee Falls, WI, with 9 years of industry experience. Dave 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 464 clients with $250M 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 | 0.50% |
Standard fee for separately managed accounts and wealth management is 0.50% annually, negotiable at the firm's discretion. Unified Managed Account programs typically range from 0.27% to 0.40%.
Fee Estimator
Location
111 Heritage Reserve, Suite 200, Menomonee Falls, WI, 53051
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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 Activities
Dave works as a Senior Vice President and Portfolio Manager at a trust company in Wisconsin since March 2025. This is a full-time commitment.
Employment History
Current Registrations
Morgan Dempsey Capital Management LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Schenck Investment Solutions LLC
Cleary Gull Advisors 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.
Exams
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