| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
226 W. Eldorado, Decatur, IL, 62522
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is involved with several non-investment related organizations, including Kraft Foundation, Coral Ridge Ministries, Greater Decatur Chamber of Commerce, ParPrint Ministries, and Evangelism Explosion. These activities take a few hours per week to about 10-20% of his time.