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David Bunnell

Navigate Private Wealth, LLC
35 Years of Experience
Draper, UT
1 DisclosureSells Insurance
View SEC Summary
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David Bunnell is a registered investment advisor at Navigate Private Wealth, LLC, based in Draper, UT, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,929 clients with $530M in assets under management.

Navigate Private Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,929 clients
Average Client Portfolio
$274K average
Assets Under Management
$529.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $15.0M0.80%
$15M+0.60%

Standard fee schedule ranges between 0.40% and 2.00% total after factoring in portfolio complexity adjustments.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12012 South 700 East, Suite 100, Draper, UT, 84020

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the Chief Compliance Officer of Navigate Private Wealth, LLC, dedicating full-time hours to this role. He is also an agent at Allegis Advisor Group, LLC, an insurance agency, spending minimal time on this activity, and serves on the board of directors for Giverny Master Association as a volunteer.

Employment History
Current Registrations
Navigate Private Wealth, LLC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Allegis Investment Services, LLCBroker
July 2016 - March 2018 · 1 yr 8 mos
Mutual Securities, INC.Broker
May 2014 - July 2016 · 2 yrs 2 mos
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Ameriprise Financial Services, INC.
December 1991 - May 2014 · 22 yrs 5 mos
Ameriprise Financial Services, INC.Broker
August 1991 - May 2014 · 22 yrs 9 mos
Ids Life Insurance CompanyBroker
August 1991 - July 2006 · 14 yrs 11 mos
State Registrations1 state
UT
Advisor

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
No exam information available for this advisor.
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