David Hatfield is a registered investment advisor at Amplify Financial, LLC, based in Scottsdale, AZ, with 11 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. Their firm serves 1,601 clients with $230M 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% |
Platform fees range from 0.05% to 1.50% annually and are negotiable based on asset levels and services selected. Services are provided on a sub-advisory basis to other advisors rather than directly to individual retail clients.
Fee Estimator
Location
8605 East Raintree Drive, Suite 275, Scottsdale, AZ, 85260
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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 →Employment History
Current Registrations
Amplify Financial, LLC
Previous Registrations
Ashton Thomas Private Wealth
Pacini Hatfield Investments, LLC
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
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