David Rodarte
David Rodarte is a ChFC-designated registered investment advisor at Capital Consulting Group, INC, based in Columbia, SC, with 28 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees may be subject to negotiation on a case-by-case basis.
Fee Estimator
Location
2805 Millwood Ave, Suite A, Columbia, SC, 29205-1298
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 →Other Business ActivitiesSells Insurance
David sells life and health insurance and fixed annuities through The Rodarte Group, Inc., providing financial services since 1999. This requires minimal time.
Employment History
Current Registrations
Capital Consulting Group, INC
State Registrations1 state
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.