David Hogaboom
David Hogaboom is a registered investment advisor at Total Clarity Wealth Management, INC, based in Arlington Heights, IL, with 37 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,038 clients with $760M 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 $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
Schedule reflects maximum annual fees for the Total Clarity Vision wrap program. Other programs like Value, PreActive, and CB accounts have separate schedules with maximum fees ranging up to 2.50% or 2.75%. Fees are negotiable.
Fee Estimator
Location
171 W Wing St Ste 204B, Arlington Heights, IL, 60005
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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 →Other Business Activities
David is involved with several business entities, including Integrated Wealth Planning, Inc., Total Clarity Wealth Management (as a DBA and RIA), and Insightful Wealth Planning LLC. These activities, primarily investment-related, consume a significant amount of David's time, with approximately full-time hours dedicated to them.
Employment History
Current Registrations
Total Clarity Wealth Management, INC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLCBroker
Northstar Securities, LLCBroker
Destra Capital Investments LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Van Kampen Funds INC.Broker
Everen Securities, INC.Broker
Datronic Securities CorporationBroker
A.S.A. Investment CompanyBroker
Pruco Securities CorporationBroker
State Registrations8 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.
Exams
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