Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
19 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$113.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lake Oswego, OR
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Regulatory History
Clean regulatory record
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 serves as an independent trustee for Advisors Series Trust, a mutual fund series trust, since 2017. This activity is investment-related and takes about a quarter of his time, with 50% occurring during trading hours.
Employment History
Current Registrations
Qsv Equity Investors LLC
March 2019 - Present · 7 yrs
Previous Registrations
Jensen Investment Management INC.
July 2006 - March 2017 · 10 yrs 8 mos
Quasar Distributors, LLCBroker
January 2004 - December 2016 · 12 yrs 11 mos
Berger Financial Group LLC
October 1999 - January 2003 · 3 yrs 3 mos
Berger Distributors LLCBroker
January 1997 - December 2002 · 5 yrs 11 mos
Invesco Funds Group, INC.Broker
November 1992 - November 1995 · 3 yrs
Allmerica Investments, INC.Broker
January 1990 - October 1992 · 2 yrs 9 mos
Sma Equities, INC.Broker
February 1987 - December 1989 · 2 yrs 10 mos
American United Life Insurance CompanyBroker
November 1982 - January 1987 · 4 yrs 2 mos
State Registrations3 states
COORTX
Advisor
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
No exam information available for this advisor.