David W. McKinlay is a registered investment advisor who helps clients define their financial goals and matches a portfolio of investments to those goals. He oversees the investments daily, considering changing economic and investment circumstances. He invests in various asset classes around the world, including stocks, bonds, real estate, and commodities. Mr. McKinlay acts in your best interest and does not put his interest ahead of yours.
Assets Under Management$33M
Clients60
Advisors1
Avg. per Client$540K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.70% |
Fees are negotiable. Mr. McKinlay occasionally carries higher than normal cash balances in accounts as a defensive posture. He will charge only 0.25% on all cash balances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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