David Gundy
David Gundy is a registered investment advisor at Advanced Trader Investment Advisors, LLC., based in Springfield, IL, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 175 clients with $30M 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 $500K | 1.75% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.85% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
319 E. Madison, Suite 4G, Springfield, IL, 62701
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
Advanced Trader Investment Advisors, LLC.
Previous Registrations
Advanced Trader Investment Advisors, LLC.
Advanced Trader Investment Advisors, LLC.
VALIC Financial Advisors, INC.
Midwestern Securities Trading Co.,llc
VALIC Financial Advisors, INC.
State Registrations1 state
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