Dave Strandberg
Dave Strandberg is a registered investment advisor at Montecito Investment Strategies, based in Santa Barbara, CA, with 11 years of industry experience. Dave operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $9.7M 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 | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
Santa Barbara, CA
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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
Dave is the Founder and Managing Director of Supreme Indicator, a software company producing technical indicators for securities. This takes about 10-20% of Dave's time.
Employment History
Current Registrations
Montecito Investment Strategies
State Registrations1 state
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