David Underhill
David Underhill is a registered investment advisor at Underhill Investments, LLC, based in Berkley, MI, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $5.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Underhill Investments acts as a co-advisor with Simplicity Wealth, LLC. The total annual fee for these services is 1.00%, split between Underhill Investments (0.505%) and Simplicity (0.495%). If Simplicity provides additional services like tax optimization or socially responsible investing, an additional 0.10% annual fee applies. Fees are based on the average daily balance of your account and are negotiable.
Location
1894 W. Eleven Mile Road, Berkley, MI, 48072-3001
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Regulatory History (1)
Regulatory
September 1997Other Business ActivitiesSells Insurance
David is an insurance agent offering fixed annuities, life, and long-term care insurance, dedicating significantly more than full-time hours to this activity. He also works as an attorney specializing in estate planning, spending about 10-20% of his time on this.
Employment History
Current Registrations
Underhill Investments, LLC
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
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.