Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For portfolio management, fees range from 0.40% to 2.00% based on asset level and complexity, with a minimum account size of $250,000. Accounts below this minimum may be managed for $40 per account annually, not exceeding 3% of AUM. Financial planning fees range from $400 to $20,000 annually or $150 to $450 hourly. Estate planning has a one-time fee up to $1,150, with ala carte services from $50 to $250.
Areas of Practice
Advisor Information
Office location
12012 South 700 East, Suite 100, Draper, UT, 84020
Get directionsRegulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
David is the Chief Compliance Officer of Navigate Private Wealth, LLC, dedicating full-time hours to this role. He is also an agent at Allegis Advisor Group, LLC, an insurance agency, spending minimal time on this activity, and serves on the board of directors for Giverny Master Association as a volunteer.