David Counihan is a registered investment advisor at Vestura, LLC, based in Hobart, WI, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 71 clients with $300M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
1200 Centennial Centre Blvd, Suite 100, Hobart, WI, 54155
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vestura, LLC
State Registrations1 state
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