David B. Brandolph offers comprehensive financial planning and investment advisory services to individuals and families. Financial planning covers cash flow, taxes, investments, insurance, and estate planning. Investment advice includes risk assessment, asset allocation, and portfolio monitoring. David B. Brandolph invests client funds in low-cost mutual funds or ETFs, but will work with clients who have other investment preferences if it's in their best interest.
Assets Under Management$2.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be reduced in special circumstances to avoid hardship to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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