David Walquist is a CFP, PFS-designated registered investment advisor at Investifi Wealth Management LLC, based in Kimberly, ID, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37 clients with $3.8M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The advisory fee is included when an Outside Manager is used for Investment Management Services.
Fee Estimator
Location
Kimberly, ID
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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 →Other Business Activities
David is a partner at Moore Van Engelen Pollow CPAs Chtd. He may refer clients between IWM and his CPA firm when appropriate, without receiving compensation.
Employment History
Current Registrations
Investifi Wealth Management LLC
State Registrations2 states
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