David Day is a CFP-designated registered investment advisor at Gold Medal Waters, INC., based in Denver, CO, with 10 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 4 more. Their firm serves 145 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gold Medal Waters combines investment management and financial planning into a single comprehensive wealth management service. Clients pay an annual fee ranging from $8,500 to $48,000, which is billed quarterly at the end of each calendar period based on the complexity, size, and specific needs of the relationship. Fees may be negotiable at the firm's discretion.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gold Medal Waters, INC.
Previous Registrations
Diversified Asset Management, INC.
State Registrations1 state
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