David Borcherding
David Borcherding is a registered investment advisor at Quad-Cities Investment Group, LLC, based in Davenport, IA, 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, Retirement Planning. Their firm serves 610 clients with $430M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Davenport, IA
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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 →Other Business ActivitiesSells Insurance
David is a board member on the investment committee for the Rotary Club of Iowa Quad Cities, dedicating minimal time. He is also a full-time investment advisor representative at Quad Cities Investments, LLC and sells life and health insurance for a few hours per week.
Employment History
Current Registrations
Quad-Cities Investment Group, LLC
Previous Registrations
Chicago Investment Group Advisors, LLC
UBS Financial Services INC.
Piper Jaffray & CO.
MML Investors Services, 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.