David Gratke is a registered investment advisor at Gratke Wealth, LLC, based in Hillsboro, OR, with 26 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 40 clients with $27M 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 $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Rates may be negotiated in certain circumstances.
Fee Estimator
Location
1915 NE Stucki Avenue, 4th Floor, Hillsboro, OR, 97006
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 an insurance agent/contractor for various insurance companies, selling LTC, term, and VUL insurance, dedicating minimal time to this activity. He also participates in various non-investment related activities, including board positions, fundraising, and committee chair roles.
Employment History
Current Registrations
Gratke Wealth, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC
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.