David Liesenfelt
David Liesenfelt is a registered investment advisor at Lussenheide Capital Management, INC, based in Florence, MT, with 22 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 60 clients with $44M 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 - $600K | 2.00% |
| $600K - $1.2M | 1.50% |
| $1.2M+ | 1.00% |
Schedule reflects the Aggressive Strategies Program. The USDP & GDP program fees are: First $0 to $300,000: 1.80%, $300,001 to $600,000: 1.35%, $600,000 to $1,200,000: 0.90%, $1,200,001 and above: 0.90%. Some minimum account sizes are negotiable. LCM may receive 12b-1 distribution fees from the Guggenheim Rydex Nasdaq 100 2x fund (RYVYX) used in the aggressive program, at a rate of 0.25% per year when invested in the fund.
Fee Estimator
Location
Florence, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David is the President of Fresh Concepts, Inc., a non-investment related consulting service. He has been with the company since 1988 and spends about a quarter of his time as President of Operations.
Employment History
Current Registrations
Lussenheide Capital Management, INC
Previous Registrations
Lussenheide Capital Management, INC
State Registrations2 states
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