David Wigginton is a CFA, CFP-designated registered investment advisor at Glacier Investment Management, based in Kalispell, MT, with 17 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% |
Fee Estimator
Contact
David Wigginton
Location
Kalispell, MT
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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
Previous Registrations
Discern Securities, INC.Broker
Macquarie Capital (USA) INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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