David Morrison
David Morrison is a CFP-designated registered investment advisor at Treasure Valley Financial Planning, based in Meridian, ID, with 18 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 541 clients with $340M 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 - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee-based annuities are charged a fixed 1.00% annual fee. Financial planning is included at no extra cost for clients with over $1,000,000 in assets.
Fee Estimator
Location
3715 E. Overland Road, Ste 205, Meridian, ID, 83642
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 owns multiple real estate properties and is an owner of MAM, LLC (a personal service company) and Idaho Brewing Company, LLC (currently not operational). He also sells insurance through TVFP, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Treasure Valley Financial Planning
Previous Registrations
Clear Creek Financial Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
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.
Exams
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