David Patston is a CFA-designated registered investment advisor at David B. Patston, CPA, CFA, based in Denver, CO, with 21 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, High Net Worth, Investment Management. Their firm serves 52 clients with $98M 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 | 0.50% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fee schedule is subject to negotiation in unique client situations.
Fee Estimator
Location
1610 Wynkoop, Suite 500, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
David B. Patston, CPA, CFA
State Registrations1 state
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