David Burnett
David Burnett is a registered investment advisor at Shepherd's Financial LLC, based in Knoxville, TN, with 4 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, Investment Management. Their firm serves 128 clients with $8.3M 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 - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
4533 Papermill Drive, Suite 107, Knoxville, TN, 37909
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 part of the clergy, teaches Christian Bible and Theology, and is an author/speaker of religious texts, each taking a few hours per week. He also owns Shepherd's Financial, LLC, where he works as an insurance agent selling insurance and annuity products, dedicating about a quarter of his time.
Employment History
Current Registrations
Shepherd's Financial LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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