David Jensen is a CFP-designated registered investment advisor at Avaii Wealth Management, LLC, based in Appleton, WI, with 18 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 809 clients with $440M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients may select a fixed fee option ranging from $5,000 to $30,000 annually. The total blended fee, including Avaii's fee and any independent manager's fee, will not exceed 1.55% annually.
Fee Estimator
Location
2101 N Casaloma Dr, Appleton, WI, 54913
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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 owns Lefty Properties, LLC, which he uses to collect rent and pay business-related bills for a commercial real estate property. David is also an insurance agent, implementing insurance recommendations for clients.
Employment History
Current Registrations
Avaii Wealth Management, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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