David Morrison is a registered investment advisor at Peloton Capital Management, based in Indianapolis, IN, with 30 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, Investment Management. Their firm serves 141 clients with $280M 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 | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Not-for-profit entities receive a discount of 0.15% in each tier.
Fee Estimator
Location
8500 Keystone Crossing, Suite 450, Indianapolis, IN, 46240
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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 →Employment History
Current Registrations
Peloton Capital Management
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Pimco Investments LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
J.P. Morgan Asset Management
J.P. Morgan Institutional Investments INC.Broker
Pioneer Funds Distributor, INC.Broker
Van Kampen American Capital Distributors, INC.Broker
Traub and Company, INC.Broker
State Registrations3 states
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