David Anderson
David Anderson is a registered investment advisor at Oneascent Financial Services LLC, based in Bozeman, MT, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,188 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneAscent offers investment management services through Unified Managed Accounts and direct asset management. Fees generally range from 0.50% to 2.00% per year of the portfolio's value. These fees are negotiable and depend on factors like account size and complexity. Clients may also incur separate fees charged by overlay managers and third-party managers. Asset management for held away accounts generally varies from 0.50% to 1.00% per annum. Trading costs may vary from 0.02% to 0.15%.
Location
Bozeman, MT
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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 on the board of directors for The Christian Worldview, a non-profit radio show, dedicating minimal time. He is also a passive owner of Xylo Bats, a baseball bat company, and spends no time on this venture. David is also a licensed insurance agent, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Oneascent Financial Services LLC
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
John G. Kinnard and Company, IncorporatedBroker
Piper Jaffray INC.Broker
American Express Financial Advisors INC.Broker
State Registrations3 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.