David Young is a CFA-designated registered investment advisor at Summit Family Office Services, LLC, based in Woodinville, WA, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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% |
| $5.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are generally negotiable. Qualified clients may pay 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Woodinville, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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