David Chow is a CFA-designated registered investment advisor at Dancourt Management, LLC, based in Houston, TX, with 13 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 13 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David serves as a trustee for Van Eck ETF Trust since 2006 and New York Life Mainstay Group of Mutual Funds since 2015. He dedicates minimal time to each role.
Employment History
Current Registrations
Dancourt Management, LLC
State Registrations1 state
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