David Rasmussen
David Rasmussen is a registered investment advisor at Catalyst Financial Nw Corporation, based in Gresham, OR, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,068 clients with $230M 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 | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1733 E. Powell Blvd., Suite 104, Gresham, OR, 97030
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 and operates Red Barn Nursery, LLC, a wholesale tree farm, dedicating about 10-20% of his time. He is also an agent/limited partner with Catalyst Financial, offering various insurance products and fixed annuities, spending about a quarter of his time on this.
Employment History
Current Registrations
Catalyst Financial Nw Corporation
State Registrations2 states
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