David Magnuson is a CFP-designated registered investment advisor at Burlingame Wealth Management, LLC, based in Burlingame, CA, with 8 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, Investment Management, Retirement Planning. Their firm serves 34 clients with $83M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
345 Lorton Ave., Suite 201, Burlingame, CA, 94010
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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 owns and works as an attorney at the Law Offices of David Magnuson since 2009. He spends about half his time on this, with about a quarter of his time during trading hours.
Employment History
Current Registrations
Burlingame Wealth Management, LLC
Previous Registrations
Dan Goldie Financial Services LLC
State Registrations1 state
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