David Lindley is a CFP-designated registered investment advisor at Oakwell Private Wealth Management, based in Plymouth, MI, with 5 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. Their firm serves 331 clients with $460M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable based upon certain circumstances. A flat fee may also be negotiated as long as it does not exceed the fee schedule above.
Fee Estimator
Location
Plymouth, MI
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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
Oakwell Private Wealth Management
Previous Registrations
Foguth Wealth Management, LLC.
Gem Asset Management, LLC
State Registrations2 states
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