David Shackelford is a registered investment advisor at Lone Peak Advisers, based in Draper, UT, with 3 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, 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
Lone Peak Advisers charges an annual fee for managing your investments. This fee covers investment advice, communication, and back-office support. The total fee, including any fees paid to outside asset managers, will not exceed 2.9% per year. The exact percentage will be based on the types of investments and the amount of involvement required. Friends, family, and certain charities may receive a discounted rate. You may also be charged additional fees by the company that holds your investments.
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.