David Verbruggen is a registered investment advisor at Integrity Investing, based in Happy Valley, OR, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are charged quarterly in arrears based on the average daily value of the account. The fee level applies to the entire balance and is not stair-stepped down. Fees are non-negotiable.
Fee Estimator
Location
9750 SE Wyndham Way, Happy Valley, OR, 97086
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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 →Employment History
Current Registrations
Integrity Investing
Previous Registrations
Tradeway
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
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