David Doerflinger is a registered investment advisor at Eastover Capital Management, based in Charlotte, NC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 250 clients with $390M 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 $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are generally payable quarterly in advance. The minimum annual fee is $5,000. Eastover Investment Advisors, LLC may negotiate special fee arrangements at its discretion.
Fee Estimator
Location
509 Fenton Place, Charlotte, NC, 28207
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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
Eastover Capital Management
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Nexity Financial Services, INC.
Nexity Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
George K. Baum & CompanyBroker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
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.
Exams
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