David
Eaton
Navigate Private Wealth, LLC
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About this Advisor
David Eaton is a financial advisor operating in Draper, Utah with 9 years of industry experience. Eaton is on the advisory team at Navigate Private Wealth, LLC. Throughout their career, they have worked at Ids Life Insurance Company, American Express Financial Advisors Inc, Mutual Securities, Inc, Navigate Private Wealth LLC and Allegis Invesment Services. Eaton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Navigate Private Wealth, LLC is a financial advisory company that has its headquarters in Draper, UT. The firm has offices in two locations and a total of 17 people on staff. It manages $339 million in total assets among its 2,059 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,059 accounts, just 7% belong to high-net-worth clients who have at least $1 million in investable assets. Navigate Private Wealth, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules usually vary depending on which service is offered. Fee types billed by Navigate Private Wealth, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigate Private Wealth, LLC Brokerage Details
$338,929,515
17
2,059
$164,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
David Eaton Work History
David has been registered as a financial advisor for 9 years.*
Allegis Invesment Services
Navigate Private Wealth LLC
Mutual Securities, Inc
Ids Life Insurance Company
American Express Financial Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Eaton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Private Wealth, LLC
Draper, UT
Draper, UT
Layton, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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