David Houle
David Houle is a CFA-designated registered investment advisor at Season Investments, LLC, based in Colorado Springs, CO, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 76 clients with $140M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Fee schedule is subject to negotiation. Immediate family members receive a discounted rate of 0.75% on the first tier. Fees are waived for all employees of the firm. There is a minimum quarterly fee of $2,500.
Fee Estimator
Location
102 S Tejon St, #750, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (3)
Regulatory
June 2017Customer Dispute
February 2017Customer Dispute
April 2010Other Business Activities
David is a member of Lineage Properties LLC (rental properties), managing member of DE Partners LLC (holding/consulting), and managing member of White Space Companies LLC (wine industry). These activities require minimal time commitment.
Employment History
Current Registrations
Season Investments, LLC
Previous Registrations
Huntley Thatcher Ellsworth, LTD.
State Registrations3 states
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.