David Tidwell
David Tidwell is a registered investment advisor at Interwest Investment Advisors, INC, based in Boise, ID, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 389 clients with $60M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1450 S. Eagle Flight Way, Suite 110, Boise, ID, 83709
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2012Customer Dispute
October 2008Regulatory
May 1989Other Business ActivitiesSells Insurance
David is involved in several outside business activities. He dedicates full-time hours to insurance and annuity sales at Legacy Financial Advisors, Inc., is a managing member of D&R FLLC and JRT, LLC, and is the president and manager of Treasure Enterprises Inc., dedicating minimal time to each. He also spends about 10-20% of his time on Legacy Services, LLC.
Employment History
Current Registrations
Interwest Investment Advisors, INC
Previous Registrations
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Usallianz Securities, INC.Broker
Ameritas Investment CORP.Broker
State Registrations7 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.