David Case is a CFP-designated registered investment advisor at Planful Finance LLC, based in Lake Oswego, OR, with 2 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, Investment Management, and 3 more. Their firm serves 60 clients with $54M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Schedule applies to Planful Partner accounts custodied at Charles Schwab. Planful Investor accounts custodied at Betterment are charged a flat 0.5% annually. Planful Start includes financial planning services to be charged at the fixed and hourly fees described below. Planful Start fees are waived for Planful Partner clients with assets under management greater than $1,000,000.
Fee Estimator
Location
525 3rd Street, Suite 200, Lake Oswego, OR, 97034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Planful Finance LLC
State Registrations2 states
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