David Gotwals
David Gotwals is a ChFC-designated registered investment advisor at Ivc Wealth Advisors LLC, based in Silverdale, PA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 580 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
163 E. Main Street, Silverdale, PA, 18962
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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 ActivitiesSells Insurance
David is involved in several business activities, including insurance sales for IVC Wealth Advisors, LLC, which takes minimal time. He also works full-time as a partner/investment advisor and retirement plan consultant for IVC Wealth Advisors, LLC and as a financial advisor & retirement plan advisor/consultant for Clear Employer Services, and is a partner in IVC III LLC and IVC Properties LLC.
Employment History
Current Registrations
Ivc Wealth Advisors LLC
Previous Registrations
Private Client Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
LPL Financial LLCBroker
Nrp Financial, INC.Broker
National Penn Capital Advisors
National Penn Capital Advisors
Raymond James Financial Services, INC.Broker
Securian Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Princor Financial Services CorporationBroker
AXA Advisors, LLCBroker
Charles Schwab & CO., INC.Broker
Pruco Securities CorporationBroker
State Registrations2 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.