David Wilson is a CFP-designated registered investment advisor at Vector Financial Solutions, INC., based in Escondido, CA, with 39 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 133 clients with $61M 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 $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee is negotiable based on the size of the account; you may aggregate accounts to achieve a lower fee. You will not be charged a total management fee over the 2% industry average.
Fee Estimator
Location
139 East 3rd Ave, Escondido, CA, 92025
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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 ActivitiesSells Insurance
David is a co-trustee for his mother's trust, owns Ridgecrest MGMT LLC (real estate), and is an author/blogger. He also sells life insurance products and is a member of the Rancho Bernardo Community Planning Board, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Vector Financial Solutions, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Spelman & CO., INC.Broker
Cna Investor Services, INC.Broker
Pamco Securities and Insurance ServicesBroker
Gaf Financial and Insurance ServicesBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Diversified Securities, IncorporatedBroker
Pruco Securities CorporationBroker
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.