Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm offers discretionary investment management services for a negotiable annual fee, generally ranging up to a maximum of 1.50% of assets under management. Fees are prorated and paid quarterly in advance. The fees are directly debited from your account. Financial planning and consulting services are also available. Either party may terminate the agreement at any time with written notice, and unearned fees are promptly refunded.
Areas of Practice
Advisor Information
Office location
1940 Duke Street, Suite 6100, Alexandria, VA, 22314
Get directionsRegulatory 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 is a Director and Chair of the Investment Committee for a non-profit community foundation since 2019, dedicating minimal time. This activity is not investment-related.