David Wigginton is a CFA, CFP-designated registered investment advisor at Glacier Investment Management, based in Kalispell, MT, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 118 clients with $46M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are billed quarterly in arrears on a pro-rata basis based on the average value of the account during the preceding quarter.
Fee Estimator
Contact
David Wigginton
Location
509 1st Ave W, Kalispell, MT, 59901
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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 Activities
David is a managing director at Discern Analytics, a data visualization/analytics firm, assisting the CEO with due diligence inquiries. He dedicates a few hours per week to this role, with 25-50% of those hours potentially occurring during securities trading hours.
Employment History
Current Registrations
Glacier Investment Management
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.
Exams
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