David Darmour is a CFA, CFP-designated registered investment advisor at Cornerstone Investment Advisors, LLC, based in Boulder, CO, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 121 clients with $150M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $4.0M | 1.20% |
| $4.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable based on the client's circumstances and requirements. Fees for outside money managers vary greatly and are in addition to our supervisory fee.
Fee Estimator
Location
1790 38th Street, Suite 207, Boulder, CO, 80301
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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 Activities
David is a member of TFA Holdings, LLC, providing fiduciary support services. He spends minimal time on this activity, including during securities trading hours, primarily assisting with business administration and tax filings.
Employment History
Current Registrations
Cornerstone Investment Advisors, LLC
Previous Registrations
Peregrine Investment Management & Wealth Advisors, LLC
State Registrations2 states
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