| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Wilmette, IL
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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 →David is an Investment Advisor Representative/Investment Consultant at Kingsbury Capital Investment Advisors LLC, dedicating about half of his time to this role. He is also President of Blitz Financial Services, Inc. and a Board Member for Cornerstone Condominium Association, spending minimal time on each of these activities.