David Watkins is a registered investment advisor at Banner Pine Advisors LLC, based in Fraser, CO, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.55% |
Advisory fee is not negotiable but may be waived for some accounts of company employees and principals or their family members.
Fee Estimator
Location
Fraser, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a program manager for the Department of Defense, Defense Contract Management Agency since 2014. This military-related role takes nearly full-time hours.
Employment History
Current Registrations
Banner Pine Advisors LLC
State Registrations1 state
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