David Baines is a registered investment advisor at Pantile Investments, based in Westminster, CO, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $3.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pantile Investments manages investments for a fee based on a percentage of the value of your account. The annual fee ranges from 0% to 2% of the assets managed. The fee is calculated at the end of each month. There is a $10,000 minimum to open an account, but this can be negotiated.
Location
Westminster, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pantile Investments
State Registrations1 state
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