David Millheim
David Millheim is a registered investment advisor at Axxcess Wealth Management, LLC, based in Ogden, UT, with 5 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, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 10,357 clients with $8.9B 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 | 2.00% |
Annual fees range from 0.15% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
298 24th Street, Suite 130, Ogden, UT, 84401
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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 works as an insurance agent since 2019, selling life, accident, and health insurance. This activity is not investment-related.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
P.J. Robb Variable CorporationBroker
Metlife Securities INC.Broker
Wells Fargo Advisors, LLCBroker
Great American Advisors, INC.Broker
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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