David Eidelman is a CFA-designated registered investment advisor at Daytona Street Capital, based in Saint Louis, MO, with 25 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 49 clients with $160M 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 | 1.00% |
Fees range from 0.75% to 1.00% depending on the investment strategy. Fees are negotiable based on the assets being managed, and other relevant factors including the scope of work necessary to service client accounts. Some accounts may be under different fee schedules honoring prior agreements.
Fee Estimator
Location
8000 Maryland Ave, Suite 610, Saint Louis, MO, 63105
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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
Daytona Street Capital
Previous Registrations
Eidelman Virant Capital
Eidelman Capital Management
State Registrations1 state
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.