DR
CFP
DR
CFP
David Rairden is a CFP-designated registered investment advisor at Destination Wealth Management, based in Walnut Creek, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,190 clients with $4.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,190 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008Settled
Employment History
Current Registrations
Destination Wealth Management
August 2017 - Present · 8 yrs 8 mos
Previous Registrations
USAA Financial Planning Services
July 2013 - July 2016 · 3 yrs
USAA Financial Advisors, INC.Broker
July 2013 - July 2016 · 3 yrs
Charles Schwab & CO., INC.
August 1998 - July 2013 · 14 yrs 11 mos
Charles Schwab & CO., INC.Broker
June 1998 - July 2013 · 15 yrs 1 mo
State Registrations2 states
CAFL
Advisor
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.
Exams
No exam information available for this advisor.