David Simon
David Simon is a registered investment advisor at Hg Wealth Partners LLC, based in Crystal Bay, NV, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 15 clients with $4.2M 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 | 2.00% |
| $1M+ | 1.50% |
The Annual asset-based fee charged for portfolio management services typically ranges from 0.50% to 2.00% (one-half percent to two percent) of assets under management. The exact percentage charged depends upon the nature and total dollar value of the account and is negotiable. Clients are hereby advised that lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Crystal Bay, NV
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
October 2022Employment History
Current Registrations
Hg Wealth Partners LLC
Previous Registrations
Western International Securities
Western International Securities
Western International Securities, INC.Broker
Quest Capital Strategies, INC.
Quest Capital Strategies, INC.Broker
Charles Schwab & CO., INC.Broker
Asb Financial ServicesBroker
Griffin Financial ServicesBroker
Quest Capital Strategies, INC.Broker
Baraban Securities, INC.Broker
State Registrations2 states
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.