David Cleveland is a CFA-designated registered investment advisor at Lvm Capital Management LTD, based in Portage, MI, with 16 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,416 clients with $1.6B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Other fee arrangements, such as fixed or hourly fees, may be negotiated for financial planning.
Fee Estimator
Location
7840 Moorsbridge Road, Portage, MI, 49024
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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 Activities
David is a managing partner in several real estate investment LLCs since 2006, involved in all investment decisions. He is also a partner in a rental property LLC, spending minimal time on it.
Employment History
Current Registrations
Lvm Capital Management LTD
State Registrations3 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
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