David Teroller is a registered investment advisor at Blue Water Asset Management, based in Grand Rapids, MI, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 879 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is negotiable.
Fee Estimator
Location
4120 E. Beltline Ave., Suite 100, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
David is a member of DTL Enterprise, LLC, involved in internet distribution of consumer products, dedicating about a quarter of his time. He also works as an agent selling fixed insurance products through Redfield Financial Group and other companies, spending a significant amount of time on these activities, and is an advisor at Blue Water Asset Management.
Employment History
Current Registrations
Blue Water Asset Management
Previous Registrations
Capital Asset Advisory Services, LLC
Invest Financial Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.