David Hutchison
David Hutchison is a CFA-designated registered investment advisor at Triad Investment Management, LLC, based in Newport Beach, CA, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $120M 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.30% |
| $5M+ | 1.10% |
Some accounts are under different fee schedules honoring prior agreements. Standard fee schedules may be negotiable based on a number of factors. Triad also waives advisory fees for Triad employee and related accounts.
Fee Estimator
Location
1301 Dove Street, Suite 1080, Newport Beach, CA, 92660
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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 a member of the Investment Advisory Committee for CalOptima, a health insurance provider, since 2021. He spends minimal time helping oversee the investment consultant and outside managers.
Employment History
Current Registrations
Triad Investment Management, LLC
Previous Registrations
Hutchison Capital, LLC
Insight Capital Research & Management 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.