David Stuehling
David Stuehling is a CFP, ChFC-designated registered investment advisor at Mercer Global Advisors INC., based in Bend, OR, with 27 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, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
5 NW Minnesota Avenue, Suite 220, Bend, OR, 97703
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
David holds active life, health, and variable lines insurance licenses and works as an insurance producer since 2000. He dedicates minimal time to insurance sales.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Integrated Wealth Concepts LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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
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