David Walters
David Walters is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Hillsboro, OR, 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 Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
1915 NE Stucki Avenue, Suite 400, Hillsboro, OR, 97006
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 Activities
David works as a client service manager at Palisades Hudson Financial Group LLC, a financial planning firm, since 2002. This takes about half of his time, including 3 hours per day during securities trading hours.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
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.