David Polatis
David Polatis is a registered investment advisor at Managed Wealth Advantage, LLC, based in Saint George, UT, with 15 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, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Managed Wealth Advantage refers clients to Gradient Investments, LLC for investment management and receives a portion of the fees Gradient charges. Gradient Investments offers various portfolios, including Strategic, Tactical, Allocation & Defined Outcome, Preservation, and Private Wealth portfolios. The fees for these portfolios are a percentage of the assets managed. For Client Directed Accounts, a flat fee of $300 is charged by Gradient Investments.
Location
1240 East 100 South, Suite 3, Saint George, UT, 84790
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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 the owner and insurance agent for Quadson Investments, LLC, DBA Senior Advantage, since 1999, selling insurance products and services. This activity takes nearly full-time.
Employment History
Current Registrations
Managed Wealth Advantage, LLC
Previous Registrations
Washington Square Securities, INC.
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.