David Wild is a registered investment advisor at Front Street Capital Management, INC., based in Missoula, MT, with 14 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, Investment Management, Retirement Planning. Their firm serves 1,436 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Front Street Capital Management's fees for managing your investments are based on a percentage of the assets they manage for you. The specific percentage depends on the type of portfolio and the complexity of your situation.
- Equity Portfolios: Typically 1% of the assets managed. A minimum of $100,000 is recommended for this service.
- Mutual Fund Portfolios: Typically 0.375% of the assets managed. No minimum assets are required.
- Fixed Income Portfolios: Typically ranges from 0.10% to 0.30% of the assets managed. A minimum of $100,000 is recommended for this service.
- Delano Portfolios: Will not exceed 1.0% of assets managed. No minimum assets are required.
If you invest in the Tarkio Fund through Front Street Capital Management, you will not be charged a management fee on the portion of your assets invested in that fund. Consulting services are also available for an hourly or fixed fee.
Location
218 East Front Street, Suite 205, Missoula, MT, 59802
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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.
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David serves as Vice President, Treasurer, and Principal Financial Officer of Clark Fork Trust (Tarkio Fund TARKX). Front Street Capital Management is the advisor to the trust.
Employment History
Current Registrations
Front Street Capital Management, INC.
Previous Registrations
Delano Investment Advisory, LLC
Appleton Group Wealth Management LLC
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.