David Wayne Turner

Tradeway

1 Year of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Tradeway

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,082 clients

Average Client Portfolio

$84K average

Assets Under Management

$91.2M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $200K	1.85%
$200K - $400K	1.75%
$400K - $700K	1.65%
$700K - $1.5M	1.50%
$1.5M - $10.0M	1.20%
$10M+	0.95%

All fees are subject to negotiation in individual client circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Mexia, TX

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History

Regulatory History (1)

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Financial

June 2017

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

David is involved in several outside business activities. He assists with paperwork for Little Explorers San Jose, is an employee in solar sales with Powur, and is an author and coach for From Coward to Warrior, dedicating a few hours per week to the latter.