David Middleton is a CFP-designated registered investment advisor at Middleton Advisory, based in Bethesda, MD, with 11 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, Retirement Planning. Their firm serves 27 clients with $22M 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 | 0.92% |
Fee Estimator
Location
3 Bethesda Metro Center, Suite 700, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Middleton Advisory
State Registrations1 state
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