DP
DP
David Prilliman
13 Years of Experience
El Paso, TX
1 Disclosure
David Prilliman is a registered investment advisor at Professional Investment Counsel, INC, based in El Paso, TX, with 13 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, Retirement Planning. Their firm serves 81 clients with $43M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
81 clients
Average Client Portfolio
$531K average
Assets Under Management
$43.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Management fees on portfolios above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5845 Cromo Drive, Suite 3, El Paso, TX, 79912-5574
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2012Final
Employment History
Current Registrations
Professional Investment Counsel, INC
December 2012 - Present · 13 yrs 4 mos
State Registrations1 state
TX
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.