David Mcalvany is a registered investment advisor at Mcalvany Wealth Management, LLC, based in Durango, CO, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 560 clients with $140M 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 $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be negotiable in certain circumstances. MWM may group certain related client accounts for the purposes of determining the annualized fee. MWM may waive or discount fees for family members and friends of the owners and employees of our firm. These fee waivers or discounts are not generally available to all advisory clients of MWM.
Fee Estimator
Location
166 Turner Drive, Suite 100, Durango, CO, 81303
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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 Activities
David sells investment-related products for companies affiliated with PFS Investments, Inc. He also sits on the advisory board for Warren Electric Group, a wholesale distribution company, dedicating minimal time to this role.
Employment History
Current Registrations
Mcalvany Wealth Management, LLC
State Registrations2 states
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