David Mcfadden
David Mcfadden is a CFA-designated registered investment advisor at Advisor.investments, based in Baton Rouge, LA, with 19 years of industry experience. Their practice areas include Investment Management, Tax Planning. Their firm serves 168 clients with $200M 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 | 1.35% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $8.0M | 0.35% |
| $8M+ | 0.35% |
Fees are negotiable for amounts over $8 million.
Fee Estimator
Location
4870 Bluebonnet Blvd., Suite B, Baton Rouge, LA, 70809
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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
Advisor.investments
Previous Registrations
Qa3 Financial LLC
State Registrations6 states
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