David Harry is a registered investment advisor at Dtm3 Corporation, based in Snohomish, WA, with 15 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 62 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DTM3 Corporation offers investment management services, typically using third-party investment advisors to manage client portfolios. Fees for these advisors are in addition to DTM3's own advisory fees and are usually deducted directly from client accounts. DTM3's fees are negotiated directly with the client and are asset-based, calculated using the custodian statement's valuation and billed or collected in advance on a quarterly basis. For clients at Altruist, fees may be charged monthly in arrears. Clients also pay transaction fees to the custodian or broker-dealer.
Location
Snohomish, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
David provides investment advisory services, insurance products, corporate benefits, and related consulting services through DTM3. These services are part of his primary business and not considered outside business activities.
Employment History
Current Registrations
Dtm3 Corporation
State Registrations1 state
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