David Shapiro
David Shapiro is a registered investment advisor at Peak Investment Coaching, LLC, based in Logan, UT, with 19 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, Investment Management, and 2 more. Their firm serves 380 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Peak Investment Coaching acts as a secondary advisor with Matson Money, Inc. to manage client accounts. Peak Investment receives management fees collected by Matson Money. The annual fee ranges from 0.25% to 1% of the assets. The fee is negotiable based on the amount of assets and the Model Portfolio chosen.
Location
88 West Center Street, Logan, UT, 84321
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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 the owner and managing member of Peak Insurance, LLC since 2013, focusing on insurance sales and services. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Peak Investment Coaching, LLC
Previous Registrations
Centaurus Financial, INC.
Brecek & Young Advisors, INC.
Legacy Advisory Services, INC.
State Registrations3 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.