David Barden is a registered investment advisor at Asset Allocation Strategies, LLC, based in South Haven, MI. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
4,394 clients
Average Client Portfolio
$232K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
256 Center St., South Haven, MI, 49090
Get directionsHistory
Regulatory History (1)
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Criminal
August 2011Final Disposition
Employment History
Current Registrations
Asset Allocation Strategies, LLC
January 2026 - Present · 9 mos
Glp Investment Services, LLCBroker
December 2025 - Present · 10 mos
Glp Investment Services, LLC
December 2025 - Present · 10 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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
No exam information available for this advisor.
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