David Martell is a registered investment advisor at Navpoint Financial, INC., based in Prior Lake, MN, 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 Corporate Executives, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 229 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0% to 2% annually based on client facts, circumstances, and complexity. Fees are negotiable.
Fee Estimator
Location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372
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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 the President and CEO of NavPoint Financial, Inc. and a member of the Planning Commission for the City of Credit River, advising on land use policies and development activities, dedicating minimal time outside trading hours.
Employment History
Current Registrations
Navpoint Financial, INC.
Previous Registrations
Capital Management Securities, INC.Broker
State Registrations4 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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