Advisor at Strategic Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cotopaxi, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
27 years
David Vogt is a CFP® professional with 27 years of industry experience. He has served as the principal advisor at Strategic Wealth Partners, LLC since 2011 and has worked concurrently at The Equitable Life Assurance Society of the United States since 1998. In addition to his advisory role, he operates an outside insurance brokerage business. Strategic Wealth Partners provides financial planning and discretionary investment management to individuals, households, and select institutional clients, including trusts, foundations, pensions, and corporations. The firm employs client-specific asset allocation guidelines based on fundamental research and risk assessments and incorporates alternative real-estate-related investments in its portfolios.
Based on Strategic Wealth Partners, LLC
Fixed fees for financial planning ranging from $3,000 to $25,000, negotiable based on complexity
0.50% to 1.75% per annum (fees vary by account size, complexity, and other factors; negotiable)
Commissions are earned by the firm for insurance product transactions through insurance agency services, separate from advisory fees
$425.00 per hour for financial planning
Account minimum: $500,000 Fee-only: Hourly rate at $425 per hour; Fixed fees ranging from $3,000 to $25,000 for financial planning (fees negotiable and depend on complexity)
Cotopaxi, CO
Colorado
Strategic Wealth Partners LLC
2011 - Present (15 years)
The Equitable Life Assurance Society Of The United States
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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