David Eads is a CFP-designated registered investment advisor at Vital Investment Management LLC, based in Loveland, CO, with 13 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, High Net Worth, Investment Management, and 1 more. Their firm serves 399 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
In 2026, client will be charged a flat 1% for all new assets under management. Fees are negotiable based on the firm’s sole discretion.
Fee Estimator
Location
4045 St. Cloud Drive, Suite 220, Loveland, CO, 80538
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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 co-owns Something Canadian, LLC, a mobile home sales business, and spends minimal time on it. He also owns 50% of Estate Navigation Services, LLC, a company assisting customers with legal documents and asset distribution, dedicating minimal time to this as well.
Employment History
Current Registrations
Vital Investment Management LLC
Previous Registrations
Colorado Financial Management LLC
Colorado Financial Management INC
State Registrations2 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.