David Rhodes Cannon, C.P.A., LLC provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. The firm also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Additionally, the firm prepares client income tax returns and financial statements for a separate fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...