David Cretcher
David Cretcher is a registered investment advisor at Weather Eye Advisors, INC., based in Rochester Hills, MI, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 12 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
For international clients who are non-US residents, there is an additional fee of $50.00 per investment account per month, plus an additional charge of 0.06% annually (0.005% monthly).
Fee Estimator
Location
Rochester Hills, MI
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Regulatory History (1)
Regulatory
January 2023Other Business Activities
The filing indicates that David is a registered investment advisor in Michigan. No other business activities are mentioned in the provided text.
Employment History
Current Registrations
Weather Eye Advisors, INC.
Previous Registrations
Weather Eye Advisors, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Comerica SecuritiesBroker
Comerica Securities
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.