Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Loveland, CO
Loveland Financial Advisors
Vital Investment Management
4045 St Cloud Dr, Suite 220
Loveland, CO 80538
(970) 776-3316
“The Difference is Vital”
Advisor Profile
David Eads
Name:  David Eads
Website:  Visit Website
Disclosure Link:
https://vimadvisor.com/discl...
Disclaimer
Vital Investment Management, LLC is a registered investment advisory firm whose principal office is located in Northern Colorado. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only. All clients are advised that it remains their responsibility to advise their financial advisor or Vital Investment Management, LLC of any changes in their investment objectives and/or financial situation. A professional advisor should be consulted before any investment decisions are made. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

About Vital Investment Management

Vital Investment Management LLC is a Fee-Only fiduciary Registered Investment Advisor firm located in Northern Colorado.

We know our clients like family and constantly strive to give them the highest level of service they'll ever experience.

If you're looking for a small, family-office experience you've come to the right place.

Do you want an advisor that is passionate about investment management and financial planning? The founder of Vital Investment Management, David Eads, has had an affection for investments since he was 8 years old. It all started with a 4th Grade stock picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two. He's been hooked on investment research and planning ever since. Reach out to Vital Investment Management to learn how a firm that's passionate about what they do can help you!

David Eads, CFP is a NAPFA-Registered Financial Advisor.
 

General Information

CRD#:    6058093
Firm CRD#:    300811
Name of Custodial Firm:    Charles Schwab
States Willing to do Business in:    Bellvue,Berthoud,Drake,Eaton,Erie,Evans,Firestone,Fort Collins,Frederick,Gilcrest,Glen Haven,Greeley,Johnstown,La Salle,Laporte,Longmont,Loveland,Lyons,Mead,Milliken,Pierce,Platteville,Timnath,Windsor,Boulder
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    1
Work Experience:    Dave Eads is the CEO and Wealth Manager for Vital Investment Manager, LLC. He was a Partner, Vice President, and Senior Advisor at Colorado Financial Management for seven years. He was the Chairman of Colorado Financial Management's Investment Committee in Northern Colorado for seven years before starting his own independent Family Office.
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations, Investment Clubs
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via email, Via phone, At your home, Video Conference, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    128
Firm's Number of Planning Clients:    118
Firm's Number of Managed Clients:    128
Assets Managed by Firm:    $101,000,000
Advisor's Number of Clients:    125
Advisor's Number of Managed Clients:    125
Advisor's Number of Planning Clients:    115
Assets Managed by Advisor:    $101,000,000
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $300,000
Compensation Methods:    Flat Fee, Based on Assets
Additional Details on Charges:    Fee percentage varies depending on the size of the account(s) managed.
Minimum Fee Charged for Managed Accounts:    $3,000
Minimum Fee Charged for Hourly Planning Accounts:    $3,000
 
 
 
Prepared By: David Eads

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.