David Shotwell is a CFP-designated registered investment advisor at Shotwell Rutter Baer INC, based in Lansing, MI, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 282 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shotwell Rutter Baer offers investment management as part of their ongoing planning services. The fee for ongoing financial planning and investment management is based on your net worth, as shown in the table below. Fees are updated annually based on changes in your net worth.
Previous clients may be assigned a different fee schedule based on assets under management:
- Up to $499,999.99 — 1.00% per year (or 0.95% for restricted accounts)
- $500,000.00 to $999,999.99 — 0.80% per year (or 0.75% for restricted accounts)
- $1,000,000.00 to $1,999,999.99 — 0.60% per year (or 0.45% for restricted accounts)
- $2,000,000.00 and up — 0.20% per year
Contact
David Shotwell
Location
6350 West Michigan Avenue, Suite 200, Lansing, MI, 48917
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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
Shotwell Rutter Baer INC
Previous Registrations
Infinex Investments, INC.
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
Additional Information
Join us at the “kitchen table” as we help you cut through the complexity of your financial lives with practical and uncomplicated financial planning and investment advice. We are devoted to you by a strict fiduciary duty, using our knowledge and experience to provide the best personal advice for your financial future.