David Ellis is a registered investment advisor at Everpar Advisors LLC, based in Tulsa, OK, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverPar Advisors offers investment management services where fees range up to 1.99% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the average daily balance in the account. Fees may be negotiable.
Location
2431 E. 61st Street, Suite 825, Tulsa, OK, 74136
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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 ActivitiesSells Insurance
David is a board member of the NEHI Research Foundation and participates in strategy development. He also serves on the finance committee for Monte Cassino School, advising on financial matters. David is also an insurance agent implementing insurance recommendations.
Employment History
Current Registrations
Everpar Advisors LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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.