David Hogan is a registered investment advisor at Dmk Advisor Group, INC., based in Draper, UT, with 38 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 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Draper, UT
Get directionsHistory
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 an insurance agent with American National Insurance Company since 1986 and owns Hogan Insurance Services since 2012, dedicating nearly full-time hours to insurance sales. He also owns SDH Properties, LLC as a landlord for rental property, but this takes minimal time.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Dmk Advisor Group, INC.
Previous Registrations
Hogan French Financial Services
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations4 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.