David Wilson is a registered investment advisor at True North Retirement Advisors, LLC, based in Clackamas, OR, with 43 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 362 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True North Advisors typically provides ongoing portfolio management and financial planning services as a combined service. The annual fee for this combined service typically ranges from 0.40% to 1.00% of the value of your portfolio. Fees are charged quarterly in advance.
Location
10151 SE Sunnyside Road, #400, Clackamas, OR, 97015
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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 board member of the Z Man Scholarship Foundation and helps raise money for Seton Catholic High School. He also volunteers as a teacher of an investment course at Seton Catholic High School, dedicating minimal time to each activity.
Employment History
Current Registrations
True North Retirement Advisors, LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Hammerbeck and Company, INC.Broker
State Registrations5 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.