David Brinkman
David Brinkman is a CFA, CFP-designated registered investment advisor at Schneider Downs Wealth Management Advisors, LP, based in Columbus, OH, with 13 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, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 786 clients with $3.3B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Fees are negotiable at the discretion of management. Firm shareholders and employee family members may receive reduced fees. Separate account manager fees (0.25% to 1.00%) and private equity fees (0.075% to 2%) apply if those vehicles are utilized.
Fee Estimator
Location
65 East State Street, Suite 2000, Columbus, OH, 43215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schneider Downs Wealth Management Advisors, LP
Previous Registrations
Plante Moran Financial Advisors
State Registrations2 states
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.
Exams
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