David Dernbach is a PFS-designated registered investment advisor at Bdl Wealth Management PLLC, based in Billings, MT, with 1 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. Their firm serves 18 clients with $5.6M 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 - $2.0M | 0.80% |
| $2M+ | 0.75% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Location
404 North 31st St, Suite 125, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns and operates Dernbach & Associates, PLLC, a CPA firm offering tax planning and accounting services, dedicating about a quarter of his time. He spends about 10% of his time on this activity during securities trading hours.
Employment History
Current Registrations
Bdl Wealth Management PLLC
State Registrations2 states
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