David Welty is a CFP-designated registered investment advisor at Avier Wealth Advisors, based in Bellevue, WA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 577 clients with $960M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Advisory fees may also be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
Location
10655 NE 4th Street, Suite 508, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2007Employment History
Current Registrations
Avier Wealth Advisors
Previous Registrations
Retirement Asset Management, LLC
Raymond James Financial Services
State Registrations1 state
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