David Archibald is a CFA-designated registered investment advisor at Colmina, LLC, based in Redmond, WA, with 22 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, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 40 clients with $85M 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 $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances and relationship complexity. In no case will a flat fee exceed 1.50% annually.
Fee Estimator
Location
Redmond, WA
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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
Colmina, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Borealis Capital LLCBroker
Stonebridge Securities, LLC.Broker
Smi Capital Markets LLCBroker
Smi Advisors LLC
Soho Financial Services LLC
Reed Global Investments, LLC
Reed Global Capital, LLCBroker
Reed Global Investments, LLC
Reed Global Capital, LLCBroker
The Robins Group LLCBroker
Digitaloffering, INC.Broker
Ust Financial Services CORP.Broker
Laffer Advisors IncorporatedBroker
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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