David Berdine is a registered investment advisor at Badgley Phelps Wealth Managers, based in Seattle, WA, with 25 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,356 clients with $7.3B 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 $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fee schedules and account sizes are negotiable. Fees are computed on the market value of portfolio assets less non-supervised assets.
Fee Estimator
Location
1420 Fifth Avenue, Suite 3200, Seattle, WA, 98101
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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
Badgley Phelps Wealth Managers
Previous Registrations
Fred Alger & Company, LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Patrick Capital Markets, LLCBroker
Foreside Funds Distributors LLCBroker
Aston Funds Distributors, INC.Broker
Pfpc Distributors, INC.Broker
Safeco Investment Services, INC.Broker
Seattle-Northwest Securities CorporationBroker
State Registrations3 states
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.
Exams
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