David R. Fjeldsted provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, real estate planning, and estate planning. David R. Fjeldsted is licensed to sell fixed and indexed annuities, life and health insurance and real estate, where commissions are charged.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $500K | 1.12% |
| $500K+ | 1.00% |
The minimum annual fee is $600 and is negotiable and will not exceed 2% of assets under management. Current client relationships may exist where the fees are higher or lower than the fee schedule above.