DP
DP

David Pickei

24 Years of Experience
Leesburg, VA

David Pickei is a registered investment advisor at Reye Partners Asset Management LLC, based in Leesburg, VA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $74M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$73.8M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees generally range from 0.5% to 1.0% per year, and are negotiable based on the size of the account or other factors.

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

Leesburg, VA

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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
Reye Partners Asset Management LLC
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Wachovia Securities, LLC
April 2001 - May 2005 · 4 yrs 1 mo
State Registrations1 state
VA
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 Pickei - Financial Advisor | TrueAdvisor