David Rankin is a CFP-designated registered investment advisor at Proteus, LLC, based in Indianapolis, IN, with 23 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 23 clients with $220M 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 $25.0M | 0.96% |
| $25.0M - $50.0M | 0.84% |
| $50.0M - $75.0M | 0.72% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.48% |
The management fee is calculated monthly and paid in arrears. Proteus may establish lower maximum annual rates for different Feeder Funds or waive or reduce all or any portion of the Standard Fee Schedule charged in respect of any Investor. For the Weather Mark Fund, Proteus receives 50% of the 1.50% annual advisory fee charged to clients, with the sub-advisor receiving the remaining 50%. The sub-advisor also receives a performance fee equal to 20% of the total return after certain fees.
Fee Estimator
Location
900 E. 96th Street, Suite 310, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Employment History
Current Registrations
Proteus, LLC
Previous Registrations
Fisher Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert W. Baird & CO. Incorporated
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.