David M. Budge is a sole proprietor who offers investment supervisory services. He works with clients to create a portfolio based on their risk tolerance and needs. He has limited trading authority over client accounts held with third-party brokers but does not take custody of client assets. Clients can restrict certain investments.
Assets Under Management$580K
Clients5
AdvisorsN/A
Avg. per Client$120K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K+ | 1.50% |
Fees can be a negotiated rate under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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