David Lampe is a registered investment advisor at Lampe Financial Group LLC, based in Littleton, CO, with 13 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 46 clients with $57M 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 | 1.75% |
| $500K - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. If LFG uses a sub-advisor, the client may incur additional fees, but the combined fee charged to the client will not exceed 2% of assets under management.
Fee Estimator
Location
Littleton, CO
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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 owns Vidamobility.com, a mobile office consulting business, since 2010. He is also a partner in LTT Properties, LLC, a rental property in Colorado, since 2016, dedicating infrequent hours.
Employment History
Current Registrations
Lampe Financial Group LLC
Previous Registrations
Sowell Management
Concert Wealth Management
Allegheny Investments, LTD.
State Registrations4 states
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