David Piller is a CFA-designated registered investment advisor at Aegis Asset Management, INC., based in Anaheim, CA, 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. Their firm serves 10 clients with $9.2M 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 $250K | 3.00% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 2.25% |
| $3M+ | 2.00% |
Schedule reflects Aegis Regular accounts. AegiSelect accounts feature lower rates starting at 2.00% on the first $500K down to 1.00% on amounts over $2M. All fees are subject to negotiation.
Fee Estimator
Location
2331 West Lincoln Avenue, Anaheim, CA, 92801
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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 →Other Business Activities
David is a part owner and landlord for a rental condominium property since 2015. He spends minimal time on lease negotiations, property maintenance, and bookkeeping.
Employment History
Current Registrations
Aegis Asset Management, INC.
Previous Registrations
Aegis Asset Management INC
Aegis Asset Management INC
Western Research and Management, L.L.C.
Aegis Asset Management 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.
Exams
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