David Pedley
David Pedley is a registered investment advisor at Treetop Wealth Management, LLC, based in Northfield, IL, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 100 clients with $210M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for amounts above $5,000,000.
Fee Estimator
Location
One Northfield Plaza, Suite 106, Northfield, IL, 60093
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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
Treetop Wealth Management, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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