David Palshaw is a CFP-designated registered investment advisor at Monterey Bay Asset Management LLC, based in Monterey, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $23M 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 $300K | 2.00% |
| $300K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
380 Foam Street, Suite 220, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monterey Bay Asset Management LLC
State Registrations1 state
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