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, Retirement Planning. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Rates shown are for general equity and customized portfolios. Focused Growth portfolio charges 2.00% up to $250K, 1.25% on the next $250K, 1.00% on the next $500K, and 0.50% over $1M. Fixed income portions charge 1.0% up to $250K and 0.9% above. ETF portfolios charge 0.65% up to $50K and 0.45% above. All fees are negotiable.
Fee Estimator
Location
Port Charlotte, FL
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Lci Advisors
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Century Securities Associates INC
State Registrations4 states
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
More Advisors
- Rebekah Fero, CFPIfg Advisory, LLC
- Robert Duncan, CFP
- Riley Giauque, CFPLPL Financial LLC
- James Sproul, CFPEdward Jones
- Mary Disher, CFPCetera Investment Advisers LLC
- Jeffrey Fero, CFPIfg Advisory, LLC