David Tschetter is a registered investment advisor at Tschetter Group, based in Bellevue, WA, 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 Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 517 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and billed monthly in advance based on the previous month-end value.
Fee Estimator
Location
2155 112th Ave Ne, Bellevue, WA, 98004
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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 ActivitiesSells Insurance
David is a principal at DDD Partners, LLC dba Tschetter Group, providing investment advice and financial plans, dedicating full-time hours. He also works as an insurance agent, spending minimal time finding fixed insurance solutions for clients.
Employment History
Current Registrations
Tschetter Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Tschetter Wealth Advisors
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations2 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.
Exams
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