David Brewer is a CFP-designated registered investment advisor at Mcbeath Financial Group, based in Normal, IL, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 237 clients with $290M 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 $30K | 1.70% |
| $30K - $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are calculated monthly in advance. Household assets can be combined to meet the schedule and minimums.
Fee Estimator
Location
203 Landmark Drive, Suite A, Normal, IL, 61761
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
Mcbeath Financial Group
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.
Exams
More Advisors
- Kyleigh Snyder, CFPMcbeath Financial Group
- Krista Mcbeath, ChFCMcbeath Financial Group
- Trenton Miller, CFPEdward Jones
- Drake Zimmerman, CFA, CFPLPL Financial LLC
- Ron Coppenbarger, ChFCState Farm Investment Management CORP.
- Karyn Smith, CFPSmith CFP, Karyn