David Hogan is a registered investment advisor at Lci Advisors, based in Port Charlotte, FL, with 26 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 50 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LCI Advisors charges a percentage of the value of your portfolio each year, billed quarterly in advance. The fees vary depending on the amount of assets, the type of securities, and the portfolio type. Here's a breakdown:
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Focused Growth Portfolio:
- 2.00% on the first $250,000
- 1.25% on the next $250,000
- 1.00% on the next $500,000
- 0.50% on amounts over $1,000,000
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All other portfolios (equity portion) and Customized Portfolios:
- 1.25% on the first $250,000
- 1.00% on amounts over $250,000
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Fixed-income portion of portfolios:
- 1.0% on the first $250,000
- 0.9% on amounts over $250,000
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ETF Portfolios:
- 0.65% on the first $50,000
- 0.45% on amounts over $50,000
- 0.65% for all ETF International Portfolios
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Manager Choice Portfolio: 1.00% of assets for the LCI Advisors portion, plus fees charged by the third-party manager and the custodian.
These fees are negotiable.
Location
Port Charlotte, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lci Advisors
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Century Securities Associates INC
State Registrations4 states
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