David Rankin is a CFP-designated registered investment advisor at Proteus, LLC, based in Indianapolis, IN, 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, High Net Worth, Investment Management. Their firm serves 29 clients with $260M 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 $25.0M | 0.96% |
| $25.0M - $50.0M | 0.84% |
| $50.0M - $75.0M | 0.72% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.48% |
Standard fee schedule applies a maximum annual rate of 0.96% for initial tiers, decreasing for larger capital allocations. Certain funds, such as the Weather Mark Fund, charge a flat 1.50% advisory fee plus a 20% performance-based allocation.
Fee Estimator
Location
510 E. 96th Street, Suite 400, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Employment History
Current Registrations
Proteus, LLC
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert W. Baird & CO. Incorporated
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.
Exams
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