David Huddleston is a CFA-designated registered investment advisor at Bishopsgate Investment Company, based in Annandale, VA, with 33 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. Their firm serves 2 clients with $1.6M 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 | 0.40% |
| $1M+ | 0.15% |
Fees are negotiable. Additional hourly fees may apply if derivative securities are used.
Fee Estimator
Location
Annandale, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the president, author, and publisher for Capital Markets Evaluation Tools, Inc., a publishing company for investment research. He spends about half his time working for Capital Markets, including time during normal trading hours.
Employment History
Current Registrations
Bishopsgate Investment Company
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.