David Andersen
David Andersen is a registered investment advisor at Trek Financial, based in West Haven, UT, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
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.