David Mcmillan is a CFP-designated registered investment advisor at Caledonia Wealth Management, LTD., based in Boulder, CO, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 81 clients with $78M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable. Financial planning fees are generally waived for clients with more than $500,000 in assets under management.
Fee Estimator
Location
1260 Yellow Pine Avenue, Boulder, CO, 80304
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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
Caledonia Wealth Management, LTD.
State Registrations1 state
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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