David Macleod is a CFA, CFP-designated registered investment advisor at Eclectic Associates, INC., based in Fullerton, CA, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,222 clients with $1.5B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For individual fixed income investments, such as individual bonds and certificates of deposit, and illiquid investments such as private placements, which are generally held to maturity, subsequent years’ fees are 0.35% of the value of those types of investments. Some accounts are under different fee schedules honoring prior agreements. Standard fee schedule can be negotiated based on a number of factors.
Fee Estimator
Contact
David Macleod
Location
1440 North Harbor Blvd., Suite 220, Fullerton, CA, 92835
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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 →Employment History
Current Registrations
Eclectic Associates, INC.
State Registrations2 states
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.
Exams
Additional Information
David MacLeod, CFP®, CFA, enjoys breaking down the technical aspects of his research into plain English so clients can use the information to make good decisions about their future. He particularly enjoys those moments when a client he has been working with realizes that all those good decisions have culminated into financial independence and they no longer have to work.