David Kastner is a CFA-designated registered investment advisor at Cachetech, based in Logan, UT, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CacheTech provides investment management services to Lead Advisors, who then use these services for their own clients. The fee for investment management is 0.50% annually, based on the market value of the client accounts. This fee is negotiable with each Lead Advisor. The fee can be billed monthly, quarterly, or annually, in advance or arrears, based on average daily balance or quarter-end balance.
Location
701 S Main, Suite #400, Logan, UT, 84321
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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 for Gabb Wireless, a cell phone provider, since August 2023. He spends minimal time on this activity.
Employment History
Current Registrations
Cachetech
Adams Wealth Advisors
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab Investment Advisory, INC
Charles Schwab & CO., INC.Broker
Robert Thomas Securities, INCBroker
State Registrations1 state
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