David Bunnell
David Bunnell is a registered investment advisor at Navigate Private Wealth, LLC, based in Draper, UT, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,929 clients with $530M 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 $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.60% |
Fee Estimator
Location
12012 South 700 East, Suite 100, Draper, UT, 84020
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other 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
Previous Registrations
Allegis Investment Services, LLCBroker
Mutual Securities, INC.Broker
American Express Service CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.