David Hill
David Hill is a CFP-designated registered investment advisor at Blueprint Financial Advisors, based in Alpine, UT, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B 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 $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004
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 ActivitiesSells Insurance
David is a member and insurance agent at Silverhill Life, LLC since February 2018, and an independent insurance agent since March 2011. Both activities involve insurance sales and services.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Diamond Wealth Management, LLC
Capital Guardian, LLCBroker
Capital Guardian Wealth Management, LLC
Fortius Wealth Management LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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