David Weber
David Weber is a registered investment advisor at Willow Creek Capital Management, INC., based in Missoula, MT, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.0M | 0.80% |
| $7M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
432 West Spruce Street, Suite 102, Missoula, MT, 59802
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 Activities
David is an officer for Willow Creek Capital Mgt and Estep, Geeting, and Weber Capital Mgt, spending about half his time on the latter. He also manages multiple rental real estate properties, dedicating minimal time to each.
Employment History
Current Registrations
Willow Creek Capital Management, INC.
Raymond James Financial Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations36 states
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