David Keosaian
David Keosaian is a ChFC-designated registered investment advisor at Horizons Planning Corporation, based in Ann Arbor, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 151 clients with $70M 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 $500K | 2.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and discounts may be provided.
Fee Estimator
Location
250 W. Eisenhower Pkwy., Suite 140, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
David is a self-employed insurance agent, dedicating minimal time to this activity. He also spends about half his time on tax preparation and accounting services, and a small amount of time providing counseling services to military personnel and their families.
Employment History
Current Registrations
Horizons Planning Corporation
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.