David Boldger is a registered investment advisor at Meeder Advisory Services, INC., based in Dublin, OH, with 9 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,636 clients with $2.9B 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 | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary by program. Managed Account Program fees may include an additional 0.10% per tier.
Fee Estimator
Location
6125 Memorial Dr, Dublin, OH, 43017
Get directionsHistory
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
Meeder Advisory Services, INC.
Meeder Distribution Services, INC.Broker
Previous Registrations
Hines Private Wealth Solutions LLCBroker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Edward Jones
Edward JonesBroker
State Registrations7 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
More Advisors
- Angelo Manzo, CFA, CFPMeeder Advisory Services, INC.
- Mikel Zeidenstein, CFAMeeder Advisory Services, INC.
- Rod Skaf, CFP
- Maura Holowchak, CFPRaymond James & Associates, INC.
- John Click, CFPSummit Financial, LLC
- Gregory Johnson, CFP