David Elan is a CFA, CFP-designated registered investment advisor at Income Focus Portfolio Management, based in Jackson, WY, with 20 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 306 clients with $360M 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 | 0.36% |
Fee Estimator
Location
1110 Maple Way, Jackson, WY, 83001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Income Focus Portfolio Management
Previous Registrations
Windward Investment Management INC
Ernst & Young Investment Advisers LLP
State Registrations1 state
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