David Ernst is a registered investment advisor at Cedar Point Capital Partners, LLC, based in Cedar Rapids, IA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 300 clients with $250M 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 | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
In rare cases, Cedar Point Capital Partners may agree to charge based upon a fixed dollar amount not to exceed the fee schedules above. There is a separate fee schedule for charitable organizations.
Fee Estimator
Location
329 12th Ave Se, Suite 106, Cedar Rapids, IA, 52401
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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
David is a board member for The District: Czech Village & New Bohemia, spending a few hours per week. He is also an advisory board member for YouthPort and a board member for the Boys & Girls Club of the Corridor, dedicating minimal time to each.
Employment History
Current Registrations
Cedar Point Capital Partners, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Brenton Investments, INC.Broker
State Registrations1 state
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