| 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.
100 E. Walton Street, Suite #40 D, Chicago, IL, 60611
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Learn about disclosures →David owns Stockbridge Financial LLC, where he does tax filing and preparation, spending about 10-20% of his time from January to April. He also works as a Republican election judge, participates in focus groups, worked for the US Census, and sells fixed and indexed insurance products, dedicating minimal time to each of these activities.