David Jones
David Jones is a registered investment advisor at Yousif Capital Management, LLC, based in Bloomfield Hills, MI, with 15 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 425 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Yousif Capital Management's standard advisory fee is generally between 0.08% and 0.35% annually, depending on the investment strategy, client location, and account complexity. Clients could pay a higher advisory fee depending on the specific investment mandate. The minimum annual fee is $10,000, but fees are negotiable.
Location
39533 Woodward Ave, Suite 100, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Yousif Capital Management, LLC
Previous Registrations
Lsia
World Asset Management, INC.
Comerica Securities
State Registrations1 state
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