David Andersen is a registered investment advisor at Trek Financial, based in West Haven, UT, with 30 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 5,035 clients with $2.5B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
3515 South 4625 West, West Haven, UT, 84401
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business ActivitiesSells Insurance
David owns and operates a pecan farm, dedicating a few hours per week. He is also an insurance representative for Trek Financial Group, spending a few hours per week finding insurance products for clients, and a board member for Lake Proctor Water Authority, spending minimal time.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
World Equity Group, INC.Broker
World Equity Group, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.