David Fjeldsted
David Fjeldsted is a CFP-designated registered investment advisor at David Russell Fjeldsted, based in Farmington, UT, with 32 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3 clients with $2.7M 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 | 1.20% |
| $200K - $500K | 1.12% |
| $500K+ | 1.00% |
The minimum annual fee is $600 and is negotiable and will not exceed 2% of assets under management. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
670 W. Shepard Lane, Suite 101, Farmington, UT, 84025
Get directionsHistory
Regulatory History (2)
Regulatory
March 1996Regulatory
October 1994Other Business ActivitiesSells Insurance
David is a registered investment advisor, a licensed life insurance agent, and a licensed real estate broker in Utah. He manages and has real estate holdings in several limited liability companies, taking about half of David's time.
Employment History
Current Registrations
David Russell Fjeldsted
Previous Registrations
Intermountain Financial Services, INC.Broker
Excel Financial, INC.Broker
Eagle Pointe SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sabre Securities CorporationBroker
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.