David Walters
David Walters is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Hillsboro, OR, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 151 clients with $1.8B 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 | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $65.0M | 0.30% |
| $65M+ | 0.25% |
Rates shown are for active management. Performance reporting and trust management have separate fee schedules. Fees are negotiable for portfolios larger than $50 million.
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.
Exams
More Advisors
- Krystal Lee, CFPRaymond James Financial Services Advisors, INC
- Kimberlee Bouska, CFPRaymond James Financial Services Advisors, INC
- Christopher Pawlowski, CFPWellspring Advisors, INC.
- Sammie Guajardo, CFPFacet
- Werner James, CFP, ChFCEdward Jones
- Bryan Decker, CFPCetera Investment Advisers LLC