David Hildreth
David Hildreth is a CFA-designated registered investment advisor at Altos Financial Management, LLC, based in San Jose, CA, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 45 clients with $32M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The minimum fee for new clients is $1,250 per year, but in no circumstance will the fee exceed 3% of assets under management. Fees are negotiable and some clients pay quarterly advisory fees in arrears.
Fee Estimator
Location
4100 Moorpark Ave, Ste 104, San Jose, CA, 95117
Get directionsHistory
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 ActivitiesSells Insurance
David is an insurance agent and owner of www.insureforlessmoney.com, an insurance brokerage for life, health, long-term care, disability, and fixed annuities since 2002. He dedicates minimal time to this activity.
Employment History
Current Registrations
Altos Financial Management, LLC
State Registrations1 state
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