David Luedecke
David Luedecke is a registered investment advisor at Diamond Client Group, LLC, based in The Woodlands, TX, 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, Financial Planning & Coaching, and 5 more. Their firm serves 212 clients with $120M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. Certain additional sub-advisory fees, platform fees, and/or Alternative Investment Fees may apply where the client’s account incorporates the use of Sub-Advisers and/or Alternative Investments.
Fee Estimator
Location
9595 Six Pines Drive, Suite 6200, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2016Employment Separation After Allegations
August 2013Employment History
Current Registrations
Diamond Client Group, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Wells Fargo Advisors, LLC
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Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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