David Artusi
David Artusi is a registered investment advisor at Charles Schwab & CO., INC., based in Colorado Springs, CO, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
111 South Tejon Street, Suite 109, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
David is a board member of the Trails and Open Space Coalition and president of The AdAmAn Club, a charitable organization. These activities are not investment-related and take about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Fixed Income Securities, LPBroker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Intervest International Equities CorporationBroker
Edward JonesBroker
T. Rowe Price Investment Services, INC.Broker
State Registrations24 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.