David Waldrop
David Waldrop is a CFP-designated registered investment advisor at Bridgeview Capital Advisors, INC., based in El Dorado Hills, CA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 159 clients with $90M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Contact
David Waldrop
Location
5170 Golden Foothill Parkway, El Dorado Hills, CA, 95762
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 licensed insurance agent with Bridgeview Capital Advisors, Inc. DBO Bridgeview Insurance Services since 2009. He devotes minimal time to this business.
Employment History
Current Registrations
Bridgeview Capital Advisors, INC.
Previous Registrations
Collins, James W.
UBS Financial Services INC.
Wells Fargo Investments, LLC
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.
Exams
Additional Information
As a CERTIFIED FINANCIAL PLANNER™ for over two decades, I know that retirement planning and taxes can be confusing and intimidating.