David Horn
David Horn is a registered investment advisor at Fiduciary Insight, LLC, based in Suamico, WI, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 75 clients with $20M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
Suamico, WI
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business ActivitiesSells Insurance
David is an independent insurance agent in Green Bay, WI, selling insurance products. This investment-related activity takes a few hours per week and occurs during trading hours.
Employment History
Current Registrations
Fiduciary Insight, LLC
Previous Registrations
Titletown Wealth Management, LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Commonwealth Financial NetworkBroker
Edward JonesBroker
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.