David Hilton
David Hilton is a registered investment advisor at Modern Wealth Management, LLC, based in El Segundo, CA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
713 Campus Square West, El Segundo, CA, 90245
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 is the owner of Cogent Insurance Solutions, a fixed insurance sales company, and spends a few hours per week on insurance sales and consulting. He also holds various positions including managing member of KDWH Properties, LLC and Monly, LLC, President/CEO of Rose Nevada, Inc., and board member of Baseball for All, dedicating minimal time to each.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Kaye Capital Management
Mutual Securities, INC.Broker
Payden & Rygel DistributorsBroker
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.