David Vomund
David Vomund is a registered investment advisor at Vomund Investment Management, LLC, based in Incline Village, NV, with 27 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 61 clients with $64M 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 $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
Fees and minimum account size are negotiable.
Fee Estimator
Location
889 Alder Avenue, Suite 202, Incline Village, NV, 89451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vomund Investment Management, LLC
State Registrations3 states
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