Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are charged as a percentage of assets under management, flat fees, hourly fees, or a combination. Asset-based fees range up to 1.5% annually, flat fees range up to $50,000 annually, and hourly fees range up to $450 per hour. Fees are negotiable, and the specific fee schedule is included in the investment advisory agreement. Clients also incur brokerage and transaction costs.
Areas of Practice
Advisor Information
Office location
213 1st Street West, Ste 2, Polson, MT, 59860
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is the Vice President of Mission Mountain Country Club HOA, a member of Arrowhead Assets and Hometown Properties (both involved in buying/selling rental properties), and the owner/business consultant for Horizon Business Solutions, LLC. These activities take minimal time each week.