David Giannini is a registered investment advisor at Truvista Advisors LLC, based in Redmond, WA, with 29 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, Retirement Planning. Their firm serves 42 clients with $77M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000. Discounts may also be offered to family members, friends or associated persons of Truvista Advisors.
Fee Estimator
Location
16275 NE 85th Street, Suite A, Redmond, WA, 98052
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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 →Employment History
Current Registrations
Truvista Advisors LLC
Previous Registrations
Private Asset Management INC
Trutina Financial
D.A. Davidson & CO.
RBC Dain Rauscher INC.
State Registrations1 state
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