David Matheson is a registered investment advisor at Crossmark Global Investments, INC., based in Houston, TX, with 19 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 5,424 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crossmark's fees for investment management vary depending on the service level, asset class, account size, and complexity. Fees are typically a percentage of the value of the assets managed, ranging from 0.05% to 1.00% annually. The fees are negotiable and calculated quarterly in advance, based on the assets managed at the end of the preceding quarter. For institutional clients with over $1 million, fees range from 0.075% to 0.20% with a $2,500 minimum quarterly fee.
Location
15375 Memorial Drive, Suite 200, Houston, TX, 77079
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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
Crossmark Global Investments, INC.
Crossmark Distributors, INC.Broker
Previous Registrations
Invesco Advisers, INC.
Invesco Aim Private Asset Management, INC.
Invesco Distributors, INC.Broker
State Registrations16 states
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