David Schram is a registered investment advisor at Elements 5 Investment Management, based in Bridgewater, NJ, with 12 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, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 20 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elements 5 provides investment management services for an annual fee, charged quarterly.
- Under $500,000: $5,000 (flat fee)
- $500,000 up to $1,000,000: 1.00% per year
- Over $1,000,000: Up to 1.00% per year
There is a minimum quarterly fee of $1,250 ($5,000 annually). Fees may be negotiable depending on the client's situation.
Location
Bridgewater, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an attorney employed by Axiom Global, Inc., providing part-time legal counsel to a bio-technology company since 2012. He spends a few hours per week on this engagement, reviewing documents, contracts, and providing legal advice.
Employment History
Current Registrations
Elements 5 Investment Management
State Registrations1 state
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