TrueAdvisor
TrueAdvisor
DR
CFP
DR
CFP

David Smith Rankin

Proteus, LLC
23 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Proteus, LLC
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
23 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$217.6M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25.0M0.96%
$25.0M - $50.0M0.84%
$50.0M - $75.0M0.72%
$75.0M - $100.0M0.60%
$100M+0.48%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

8900 Keystone Crossing, Suite 500, Indianapolis, IN, 46240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Proteus, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fisher Investments
September 2013 - November 2021 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - September 2013 · 5 yrs 3 mos
Robert W. Baird & CO. Incorporated
April 2001 - June 2008 · 7 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.