David P. Gilliam & Associates offers financial planning and investment management services. Financial planning covers areas like income, insurance, retirement, education, and estate planning. Investment management includes custom portfolios, Optimum Market Portfolios (OMP), Model Wealth Portfolios (MWP), and Guided Wealth Portfolios (GWP). The firm requires clients to establish an account with LPL Financial, LLC for custody and clearing services.
Assets Under Management$160M
Clients342
Advisors3
Avg. per Client$460K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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