David Lee Deffinbaugh

Verus Capital Partners, LLC

28 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Verus Capital Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

46 advisors

Number of Clients

4,040 clients

Average Client Portfolio

$512K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K+	2.00%

Fees may be negotiable in certain instances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

David operates Deffinbaugh Financial Services, Inc. as a DBA for his LPL business and as an insurance agency, co-owns BD Properties LLC (real estate rental), is a non-profit board member for Cascade County Zoning Board of Adjustment, owns David Deffinbaugh, CPA PC (tax prep/accounting), and provides investment advisory services through Verus Capital Partners, LLC. He spends about half his time on Verus Capital Partners, LLC and nearly full-time on his CPA business.