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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees range up to 1.50% annually based on scope, complexity, and assets managed. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
104 Westview Park Place, Suite 100, Kalispell, MT, 59901
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 Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Downing, ChFCState Farm Investment Management CORP.
- Jacob Turley, CFPCetera Investment Advisers LLC
- Tary Middlesworth, CFA, CFPEntrusted Wealth
- Jon Jordan, CFPEdward Jones
- Chance Barrett, ChFCEdward Jones
- Cody Buck, CFPD.A. Davidson & CO.