David Burch
David Burch is a registered investment advisor at Strategic Advisers LLC, based in Greenwood Village, CO, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
6501 S Fiddlers Green Circle, Ste 300 - 600, Greenwood Village, CO, 80111-5039
Get directionsHistory
Regulatory History (1)
Regulatory
February 2013Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Portfolio Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Brewer Financial Services, LLCBroker
Ibs Securities, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations52 states
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