DV
DV
David Voss
23 Years of Experience
Hilton Head Islland, SC
1 Disclosure
David Voss is a registered investment advisor at D C Voss & Company, LLC, based in Hilton Head Islland, SC, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 57 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$205.5M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fee schedule and minimum quarterly fee may be negotiable in some situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hilton Head Islland, SC
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Regulatory History (1)
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Regulatory
November 2013Final
Employment History
Current Registrations
D C Voss & Company, LLC
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Ernst & Young Investment Advisers LLP
September 2002 - October 2004 · 2 yrs 1 mo
State Registrations3 states
FLOHTX
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.