David Schneider
David Schneider is a registered investment advisor at Waycross Investment Management CO, based in Bellingham, WA, 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 160 clients with $250M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable at Waycross's sole discretion. All clients do not pay the same fee.
Fee Estimator
Location
119 N, Commercial St. Suite 191, Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David operates DGS Consulting as a sole proprietorship, conducting economic and financial analyses for lawyers, developers, and investors. This takes about half of his time, with approximately 85 hours per month dedicated to the business.
Employment History
Current Registrations
Waycross Investment Management CO
State Registrations1 state
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