David Young is a CFA-designated registered investment advisor at Summit Family Office Services, LLC, based in Woodinville, WA, with 18 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 15 clients with $6.5M 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 | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable. Eligible clients may alternatively choose a performance-based fee of 2% annually plus 20% of capital appreciation.
Fee Estimator
Location
Woodinville, WA
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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 involved in several outside business activities, including being the Managing Director of Summit Private Consulting Group, LLC and Newport Soccer Camps, LLC, CEO of Deskless Workers, Inc, and a member of Fast Channel Media, LLC. He also owns minority interests in Royal Cause and SWAG'R Inc. and is a managing member of Leaf.
Employment History
Current Registrations
Summit Family Office Services, LLC
Previous Registrations
Conover Capital Management
LPL Financial LLC
UBS Financial Services INC.
State Registrations1 state
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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