David Shackelford is a registered investment advisor at Lone Peak Advisers, based in Draper, UT, with 3 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 905 clients with $130M 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 | 2.90% |
The total asset management fee will not exceed 2.9% annually. Fees are negotiable based on account size and complexity. Friends, family, and firm representatives may receive fee discounts.
Fee Estimator
Location
11650 South State Street, Suite 200, Draper, UT, 84020-7150
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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
Lone Peak Advisers
Transitional Broker LLCBroker
Previous Registrations
Oneamerica Securities, INC.Broker
State Registrations2 states
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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