David Gillimore
David Gillimore is a registered investment advisor at Liberty Wealth Management, LLC, based in Larkspur, CA, with 22 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
485 Magnolia Avenue, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
David is a registered representative with AEFS - AE Financial Services, LLC, providing brokerage and securities services, dedicating minimal time. He is also an insurance agent with Lifetime Planning Marketing, Inc., offering insurance and annuity products, spending a few hours per week.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Franklin/templeton Distributors, INC.Broker
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.