David Ruxin is a registered investment advisor at Montcalm Tcr LLC, based in San Francisco, CA, with 1 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 125 clients with $220M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
Montcalm may modify its annual fee through written agreement with its Clients.
Fee Estimator
Location
16 Funston Ave, Suite A, San Francisco, CA, 94129
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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 →Other Business Activities
David is contracted on an hourly basis to assist his former employer, Vibrant Emotional Health, with ad hoc corporate finance projects. These projects involve budgeting and reporting, and are not related to investment activities or investment advisory.
Employment History
Current Registrations
Montcalm Tcr LLC
State Registrations2 states
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