David Barsalou is a registered investment advisor at Lcm Financial, based in Kingwood, TX, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lewis Caldwell Mitchell, Inc. offers non-discretionary portfolio management services. The fee is $300 per hour, billed within three days of service and due within 15 days. The firm will warn the client if hourly fees may equate to 3.0% or more of a client’s assets under management and suggest adding assets or temporarily suspending services.
Location
Kingwood, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the managing attorney at David C. Barsalou, Attorney at Law, PLLC, a law firm, dedicating about half his time. He also owns Dino Tax Co, where he works as the head tax preparer, spending about a quarter of his time preparing and filing tax returns.
Employment History
Current Registrations
Lcm Financial
State Registrations1 state
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