David White is a registered investment advisor at Zermatt Wealth Advisors, based in San Diego, CA, with 14 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 263 clients with $210M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Schedule reflects equity and balanced accounts. Conservative accounts range from 0.20% to 1.0%. Exchange-traded fund portfolios are charged a flat 0.50%. Certain clients may pay different fees based on legacy agreements or flat-fee arrangements.
Fee Estimator
Location
2251 San Diego Ave, Suite B-257, San Diego, CA, 92110
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Regulatory 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 →Employment History
Current Registrations
Zermatt Wealth Advisors
Previous Registrations
Wfa of San Diego
Zermatt Wealth Partners
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.
Exams
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