David Hauge is a CFA, CFP-designated registered investment advisor at Hauge Wealth Management, LLC, based in St. Louis Park, MN, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hauge Wealth Management charges a fixed annual investment advisory fee of $25,000 for all accounts. This fee is negotiable based on various factors such as the client's history, the type and amount of assets, and anticipated future earnings. The fee is billed quarterly in arrears based on the assets managed at the end of the previous billing period. Financial planning and consulting fees are included in the asset management fee.
Contact
David Hauge
Location
St. Louis Park, MN
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 →Employment History
Current Registrations
Hauge Wealth Management, LLC
Previous Registrations
American Enterprise Investment Services INC.Broker
Ameriprise Financial 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.
Exams
Additional Information
David started his own wealth management business to help others live their most fulfilling life.