David Newbore
David Newbore is a CFP-designated registered investment advisor at Newbore Wealth Management, INC., based in Gladstone, OR, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 494 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees may be negotiable based on various factors.
Fee Estimator
Location
15 82nd Drive, Suite 220, Gladstone, OR, 97027
Get directionsHistory
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 operates under several DBAs for his LPL business, including Consolidated Community Wealth Management, Newbore Wealth Management, Inc., and CCCU Wealth Management, dedicating full-time hours to these activities. He also provides investment advisory services through Newbore Wealth Mgmt Inc, spending minimal time on this.
Employment History
Current Registrations
Newbore Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Newbore Wealth Management, INC.
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.