David Inman
David Inman is a registered investment advisor at Inman Financial Services, INC., based in Portland, OR, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 237 clients with $200M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $2.5M | 0.50% |
| $2.5M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Multiple client accounts are aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Location
12703 SW 67th Avenue, Portland, OR, 97223
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David is involved in fixed insurance sales through Inman Financial Services, Inc., focusing on fixed annuities and life insurance, dedicating a few hours per week. He is also a licensed insurance agent.
Employment History
Current Registrations
Inman Financial Services, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Security First Advisors
Securities Service Network, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Southmark Financial Services, INC.Broker
State Registrations5 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.