DG
DG
David Gearring is a registered investment advisor at Goldbloom Wealth Management LLC, based in Mercer Island, WA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 162 clients with $97M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
162 clients
Average Client Portfolio
$598K average
Assets Under Management
$96.9M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2014Employment History
Current Registrations
Goldbloom Wealth Management LLC
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
E*trade Securities LLCBroker
June 2009 - August 2016 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - April 2009 · 1 yr 3 mos
Gpc Securities, INC.Broker
July 2000 - January 2008 · 7 yrs 6 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.