David Perkins is a CFA-designated registered investment advisor at Ironvine Capital Partners, LLC, based in Omaha, NE, with 23 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 170 clients with $1.1B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.60% |
At Ironvine's discretion, they may waive certain fees and/or aggregate assets from the same household to determine the advisory fee. They may also choose to enter into a negotiated fee structure that is different from the schedule.
Fee Estimator
Location
9290 W. Dodge Rd; Ste 203, Omaha, NE, 68114
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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
Ironvine Capital Partners, LLC
Previous Registrations
Weitz Securities, INC.Broker
Mccarthy & CO.Broker
State Registrations2 states
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