David Mulnix is a registered investment advisor at Evergreen Wealth Partners LLC, based in Kalispell, MT, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 718 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evergreen Wealth charges up to 1.50% of your portfolio annually for wealth management services. This fee includes securities transaction costs and custody fees. The fee is calculated based on the market value of your investments at the end of the prior quarter and is paid quarterly in advance. Fees may be negotiable.
Location
104 Westview Park Place, Suite 100, Kalispell, MT, 59901
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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.
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David operates under two DBAs, Harris Financial Services, Inc. and Bulls and Bears Inc, both related to his LPL business. These activities take up nearly all of David's time.
Employment History
Current Registrations
Evergreen Wealth Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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