David Naylor
David Naylor is a registered investment advisor at Soundhaven Capital Management, based in Westlake Village, CA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 157 clients with $160M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees are negotiable at the sole discretion of SoundHaven.
Fee Estimator
Location
Westlake Village, CA
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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
Soundhaven Capital Management
Previous Registrations
Globalmacro Capital Management, LLC
Variant Capital L.P.
West Coast Asset Management,inc.
Banc of America Investment Services, INC.
Banc of America Capital Management, LLC
Bacap Distributors, LLC
Stephens 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.