David Bahnsen
David Bahnsen is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Newport Beach, CA, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
520 Newport Center Dr, Suite 300, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
David provides strategic leadership and financial advice in budgeting for Pacifica Christian School of Orange County. He dedicates minimal time to this activity outside of business hours.
Employment History
Current Registrations
Hightower Advisors, LLC
Previous Registrations
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services 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.