David Tate is a ChFC-designated registered investment advisor at Ep Wealth Advisors, based in Salt Lake City, UT, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20,738 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors charges an annual fee based on a percentage of the total value of your investment portfolio. The fee schedule varies depending on your specific arrangement, and rates are typically negotiable based on relationship size and complexity. Fees are usually billed either quarterly in advance or quarterly in arrears.
- Standard portfolio management fees are based on a percentage of assets under management.
- Non-discretionary accounts may be subject to higher fees than discretionary accounts.
- Some clients who joined through firm acquisitions may retain legacy fee schedules negotiated with their original advisors.
Location
3115 East Lion Lane, Suite 100, Salt Lake City, UT, 84121
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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 →Other Business Activities
David is a member of WGT Properties, LLC, a family limited partnership, with no active participation. He also maintains Tate Financial, a special purpose S-Corp, and works as a health coach for Optiva, dedicating minimal time to each.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Financial Insight Center
Questar Asset Management, INC.
J P Turner & Company Capital Management, LLC
Beneficial Investment Services, INC.
Allegis Advisors, INC.
Esi Financial Advisors
State Registrations2 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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