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David Nightingale

27 Years of Experience
Westport, CT

David Nightingale is a registered investment advisor at Drum Hill Capital, LLC, based in Westport, CT, with 27 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 72 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
72 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$170.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.80%
$10M+0.60%

Fee schedule applies to managed accounts held at Fidelity Investments, excluding those invested in the Focused European Equity strategy (1.25% annual fee). A minimum annual fee of $1,000 applies to managed accounts at Fidelity Investments (excluding the European Equity strategy).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1221 Post Road East, Suite 205, Westport, CT, 06880-5430

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Drum Hill Capital, LLC
August 1998 - Present · 27 yrs 9 mos
State Registrations2 states
CTTX
Advisor

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.

Exams
No exam information available for this advisor.
David Nightingale - Financial Advisor | TrueAdvisor