David Straus is a CFA-designated registered investment advisor at Strathmore Capital Advisors, based in Bethesda, MD, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 501 clients with $810M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable. For endowments and participant-directed qualified retirement plans: - First $2.5 million: 0.80% - Next $2.5 million: 0.40% - Next $5 million: 0.30% - Balance above $10 million: 0.20%
Fee Estimator
Location
Bethesda, MD
Get directionsHistory
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 →Employment History
Current Registrations
Strathmore Capital Advisors
Previous Registrations
New Potomac Partners LLC
Johnston Lemon Asset Management INC
Johnston Lemon Asset Management INC
State Registrations3 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.