David Bilby is a registered investment advisor at Optimized Investment Partners, LLC, based in Cardiff, CA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
A minimum of $1.5 million in assets under management is required for this service. Optimized reserves the right to negotiate alternative minimum account size and fees on a case-by-case basis.
Fee Estimator
Location
Cardiff, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as an hourly contractor for Kosmont Transaction Services, a municipal advisor firm.
Employment History
Current Registrations
Optimized Investment Partners, LLC
State Registrations1 state
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