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David Rigg

11 Years of Experience
Sanger, TX

David Rigg is a registered investment advisor at Independent Wealth Network, INC., based in Sanger, TX, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,460 clients
Average Client Portfolio
$355K average
Assets Under Management
$518.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

KFA Financial, 400 Bolivar Street, PO Box 550, Sanger, TX, 76266

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David owns Britcon Property Management, spending minimal time on it. He also works full-time as Chief Pilot Network Operations Center for Southwest Airlines.

Employment History
Current Registrations
Independent Wealth Network, INC.
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Investment Advisors CORP
August 2015 - September 2018 · 3 yrs 1 mo
Broker Dealer Financial Services CORP.Broker
April 2015 - September 2018 · 3 yrs 5 mos
State Registrations11 states
COFLILLAMONCNENMNVOKTX
Advisor

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Exams
No exam information available for this advisor.
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