David Howerton is a registered investment advisor at Indivisible Partners, based in Westlake Village, CA, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 676 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee is 1.50%. Fees are negotiable on an individual basis depending on portfolio complexity and asset amount.
Fee Estimator
Location
100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362
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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 is the Chief Compliance Officer and Chief Operations Officer for FMB Retirement Services, a related RIA, since 2015. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Indivisible Partners
Fmb Wealth Management
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.
Exams
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