David Gluckle is a registered investment advisor at Stirlingshire Investments, based in Toledo, OH, 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 Investment Management. Their firm serves 760 clients with $180M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable up to 2.00%. Clients may also be charged an AIM Model Strategy Fee between 0.20% and 1.00%.
Fee Estimator
Location
4213 North Holland Sylvania Rd, Toledo, OH, 43623
Get directionsHistory
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 ActivitiesSells Insurance
David owns 227-229 Superior St LLC, 4213 N Holland Sylvania Rd LLC, and David John Gluckle Insurance Agency LLC. He spends about half his time on the insurance agency and minimal time on the other two LLCs. He also spends minimal time on Retire 1 and Highland Capital.
Employment History
Current Registrations
Stirlingshire Investments
Previous Registrations
Stirlingshire InvestmentsBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Nationwide Securities, LLCBroker
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.