David Mcgill
David Mcgill is a registered investment advisor at Comprehensive Financial Consultants, based in Cicero, IN, 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 Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 361 clients with $140M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee is negotiable.
Fee Estimator
Location
7800 East 236th Street, Cicero, IN, 46034
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 →Other Business ActivitiesSells Insurance
David is an insurance agent selling life insurance and annuities since 1995, dedicating about a quarter of his time to this. He also serves as Director of Aviation for Central Indiana Aviation Mission and manages storage rental units through GIGATT, LLC, and co-owns CFC 441, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Comprehensive Financial Consultants
Previous Registrations
Comprehensive Financial Consultants Institutional, INC.
Spc
Parkland Securities, LLCBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ascend Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
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.