David Melsheimer
David Melsheimer is a CFA-designated registered investment advisor at North Shore Private Asset Management, LLC, based in Lake Forest, IL, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 202 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Shore offers investment management services through three programs, charging an annual fee based on the amount of your portfolio. The fee varies between 0% and 1.25% for Custom Portfolio Management and Asset Allocation Accounts, and between 0% and 0.75% for Institutional Asset Management. The exact fee depends on the amount you invest and the services you need. These fees do not include brokerage commissions, mutual fund fees, custodial fees, or other related expenses.
Location
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL, 60045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a principal of North Shore Private Tax Services, providing tax preparation services. He works with John Gibbons, CPA.
Employment History
Current Registrations
North Shore Private Asset Management, LLC
Previous Registrations
North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC
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.