David Geddes is a registered investment advisor at Snider Financial Group, based in Bellevue, WA, with 25 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 509 clients with $500M 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 - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.
Fee Estimator
Location
12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005
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 sells non-variable insurance, life, and disability products, dedicating minimal time to this activity. He is also a partner in a CPA practice, Chaffee, Geddes, Chucka, LLC, where he spends nearly all of his time involved with client tax planning and accounting.
Employment History
Current Registrations
Snider Financial Group
Previous Registrations
Snider Financial Group
LPL Financial Corporation
Gdc Consulting, INC.
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.