At David P. Gilliam & Associates, we are committed to providing impeccable service that stands out from the rest. Working with us, we believe our clients benefit from:
As an independent firm, the client always comes first. We are objective in all of our recommendations. We do not have ties to any specific products and have the freedom to tailor our services to your unique needs.
Our Fee-Based Model
Our business is largely focused on fee-based asset management. As a fee-based firm, our fees are a fixed percentage of your accounts’ values rather than commissions on the transactions within the account. This means that the fees we collect are directly proportional to the performance of client accounts. We are genuinely motivated to enhance your portfolio and help preserve your wealth.
Our Strong Community Roots
We are deeply rooted in our community and are here for the long-term. For two decades, we have been working in Muncie, Indiana, serving our neighbors and treating our clients like family. We take pride in knowing we have served so many of our Delaware County community members.
Not only has our firm been around for more than 20 years, but also our firm’s founder, David Gilliam has been in the industry for nearly 30 years, and Chad Gilliam has more than 10 years of experience. Over the course of our years in the industry, we have witnessed a wide range of market conditions and seek to help clients stay on course as they navigate these fluctuations.