David Wolfe
David Wolfe is a registered investment advisor at Advanced Advisor Group, LLC, based in Cambridge, MN, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed Income and Cash Management Accounts include a limited selection of investments, such as CDs, money market accounts, and certain preapproved, limited funds. If the account contains investments outside of these options, the standard fee schedule applies. The fee schedule for fixed income and cash management accounts is: $0 to $99,999: 0.60%, $100,000 and higher: 0.36%
Fee Estimator
Location
1995 East Rum River Drive S, Cambridge, MN, 55008
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
December 2003Other Business Activities
David is a member of an investment club and part-owner in two apartment complexes (BBW LLC and Coalition of the Willing LLC). He spends minimal time per month on these activities, none during business hours.
Employment History
Current Registrations
Advanced Advisor Group, LLC
Efs Advisors
Advanced Advisor Group, LLCBroker
Previous Registrations
Educator's Financial Services, INC.
Great American Advisors, INC.Broker
State Registrations17 states
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.