David Taylor is a registered investment advisor at Arete Wealth Advisors, LLC, based in Schaumburg, IL, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
1900 East Golf Road, Suite 675, Schaumburg, IL, 60173
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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
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Bcu Wealth Advisors, LLC
Cuso Financial Services, L.P.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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