David Liegakos is a registered investment advisor at Xypn Invest, based in Polson, MT, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
XY Investment Solutions offers investment management services for a fee based on a percentage of your portfolio. The fee can be up to 1.5% per year. The specific fee is negotiable and detailed in your investment advisory agreement.
Location
213 1st Street West, Suite 2, Polson, MT, 59860
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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.
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David is the Vice President of Mission Mountain Country Club HOA, a member of Arrowhead Assets and Hometown Properties (both involved in buying/selling rental properties), and the owner/business consultant for Horizon Business Solutions, LLC. These activities take minimal time each week.
Employment History
Current Registrations
Xypn Invest
Previous Registrations
Intrepid Financial Services LLC
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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.