David Becker is a registered investment advisor at 1834 Investment Advisors CO., based in Milwaukee, WI, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 542 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.
Location
207 E Michigan St, Suite 200, Milwaukee, WI, 53202
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
1834 Investment Advisors CO.
Previous Registrations
Premier Asset Management LLC
Northern Oak International, LLC
State Registrations2 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.
Exams
More Advisors
- Jason Kausalik, CFAOperose Advisors LLC
- Guy Eckman, CFPDiversified Management INC
- William Grady, CFPBaker Tilly Wealth Management, LLC
- John Morton, CFA, CFPMariner
- Ashley Carlson, CFPRobert W. Baird & CO. Incorporated
- Lisa Lopacinski, CFPNorthwestern Mutual Investment Services,llc