David Bunnell is a ChFC-designated registered investment advisor at Navigate Private Wealth, LLC, based in Draper, UT, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,929 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.60% |
Fee Estimator
Location
12012 South 700 East, Suite 100, Draper, UT, 84020
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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 Activities
David works as a craps dealer at company parties through Common Cents. This activity takes about 10-20% of his time for three months each year and is not investment-related.
Employment History
Current Registrations
Navigate Private Wealth, LLC
State Registrations1 state
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