David Poppe is a registered investment advisor at Giverny Capital Asset Management, based in New York, NY, with 17 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 272 clients with $500M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.60% |
The firm may charge a lesser or greater fee than stated in the schedule based upon mutual agreement with the client.
Fee Estimator
Location
600 Madison Avenue, #2300, New York, NY, 10022
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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
Giverny Capital Asset Management
Previous Registrations
Giverny Capital Asset Management
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State Registrations9 states
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