David Harris
David Harris is a ChFC-designated registered investment advisor at Statera Wealth Management, based in St. George, UT, with 16 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 205 clients with $150M 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 $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
The annual fee is negotiable. Sub-advisor fees range from 0.04% to 0.19% and are inclusive of the total fee disclosed.
Fee Estimator
Location
912 W. 1600 S., St. B201, St. George, UT, 84770
Get directionsHistory
Regulatory History (2)
Regulatory
May 2006Criminal
March 2001Other Business ActivitiesSells Insurance
David is an insurance agent selling insurance products since October 2024, dedicating about 10-20% of his time. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Statera Wealth Management
Previous Registrations
World Equity Group, INC.Broker
Trek Financial
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.