David Collon is a registered investment advisor at Seizert Capital Partners, based in Birmingham, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 152 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seizert Capital Partners' annual management fee for separately managed accounts for high-net-worth clients ranges from 0.25% to 0.75% of the value of your portfolio. The advisory fees are negotiable and are determined according to factors including account size, the number of accounts, investment strategy, and overall relationship. There is no minimum annual fee. If you invest in a Collective Investment Trust based on SCP's recommendation, you will not be charged the standard advisory fee on those assets because you will pay fees in the CIT.
Location
34100 Woodward Avenue, Suite 210, Birmingham, MI, 48009-0961
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Vice Chairman of the Board of Trustees and a member of the Investment Committee for CATCH Children's Charity in Detroit, Michigan. He dedicates minimal time to this activity.
Employment History
Current Registrations
Seizert Capital Partners
State Registrations1 state
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