David Yaw
David Yaw is a ChFC-designated registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 2 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, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Financial
May 2025Other Business ActivitiesSells Insurance
David is the president of Skysooner Properties (closing in December 2025) and Purple Butterfly Inc (closing in 2025), and a chapter success coach/trainer for Business Networking International (BNI). He also works as an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, and as a real estate agent for Care One Real Estate.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Institute
Park Avenue Securities LLC
Park Avenue 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.