David Garff
David Garff is a registered investment advisor at Accuvest Global Advisors, INC., based in Walnut Creek, CA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $630M 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 $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees for amounts over $1,000,000 are negotiable. Institutional asset management rates range from 1.50% down to 1.00% for the first $5,000,000 and are negotiable above that.
Fee Estimator
Location
3100 Oak Road #380, Walnut Creek, CA, 94597
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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 ActivitiesSells Insurance
David is the CEO of MIG Inc., dedicating about a quarter of his time to this role. He also holds roles in several other companies, including Fortune Strategies (an insurance brokerage), Mosaic Brazil Limitada, Mosaic Corporate Services, Mosaic Financial Uzbekistan, Mosaic Energy LLC, and Mosaic Properties, LLC, but spends minimal time in each of these roles.
Employment History
Current Registrations
Accuvest Global Advisors, INC.
Previous Registrations
Progress Advisors, LLC
William Wright Associates Limited
Citigroup Global Markets INC.
State Registrations2 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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