David Hart is a CFA-designated registered investment advisor at Grant Private Wealth Management, based in Pleasanton, CA, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 238 clients with $250M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Rates shown are for equity and blended allocations. Fixed income only allocations have lower rates (1.00% down to 0.70%). Fees are negotiable based on criteria such as relationship history and asset composition.
Fee Estimator
Location
4683 Chabot Drive, Suite 101, Pleasanton, CA, 94588
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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
Grant Private Wealth Management
Previous Registrations
Blaylock Van, LLCBroker
Cincap Investment Group, LLCBroker
Ross, Sinclaire & Associates, LLCBroker
Mcdonald Investments INC.Broker
Key Capital Markets, INC.Broker
L.M. Kohn & CompanyBroker
Robert Thomas Securities, INCBroker
Fidelity Brokerage Services, INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations2 states
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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