David Macleod is a CFA, CFP-designated registered investment advisor at Eclectic Associates, INC., based in Fullerton, CA, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,222 clients with $1.5B 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Subsequent years' fees for individual fixed-income investments and illiquid investments held to maturity are 0.35%. Fees are negotiable in certain situations.
Fee Estimator
Contact
David Macleod
Location
1440 North Harbor Blvd., Suite 220, Fullerton, CA, 92835
Get directionsHistory
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
Eclectic Associates, INC.
State Registrations2 states
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
Additional Information
David MacLeod, CFP®, CFA, enjoys breaking down the technical aspects of his research into plain English so clients can use the information to make good decisions about their future. He particularly enjoys those moments when a client he has been working with realizes that all those good decisions have culminated into financial independence and they no longer have to work.
More Advisors
- Carl Lachman, CFPEclectic Associates, INC.
- Travis Mcshane, CFA, CFPEclectic Associates, INC.
- Daniel Nandor, CFPEclectic Associates, INC.
- Clarissa Hartono, CFPEclectic Associates, INC.
- Amber Shrosbree, CFPEclectic Associates, INC.
- David Little, CFA, CFPEclectic Associates, INC.