David Vogt
David Vogt is a CFP-designated registered investment advisor at Strategic Wealth Partners, LLC, based in Cotopaxi, CO, 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 Charitable Giving, Investment Management, Retirement Planning. Their firm serves 48 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners manages investment accounts for a fee ranging from 0.50% to 1.75% per year of the portfolio's value. The exact fee depends on the size of the account, complexity of assets, and other factors, and may be negotiable. Fees are deducted from your account quarterly, in advance.
Location
Cotopaxi, CO
Get directionsHistory
Regulatory History (4)
Regulatory
February 2021Regulatory
September 2020Customer Dispute
February 2005Customer Dispute
November 2000Other Business ActivitiesSells Insurance
David is involved in an outside insurance brokerage business.
Employment History
Current Registrations
Strategic Wealth Partners, LLC
Previous Registrations
Strategic Wealth Partners, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.