David Burgess
David Burgess is a CFP-designated registered investment advisor at Summit Capital Group LLC, based in Durango, CO, with 13 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $2.5M | 0.65% |
| $2.5M+ | 0.45% |
Fees are negotiable based on client type, complexity, potential deposits, relationship with advisor, and total assets managed.
Fee Estimator
Location
Durango, CO
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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 works as an insurance agent for Secure American Insurance since February 2021. This activity takes nearly full-time hours.
Employment History
Current Registrations
Summit Capital Group LLC
Previous Registrations
Dearborn Street Advisors
Mcalvany Wealth Management, LLC
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.