David Parkinson is a CFA-designated registered investment advisor at Pgi Wealth Management, based in Orange, VA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 584 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range up to 2.00% depending on the amount of assets under management and the level of complexity of the services provided. In individual cases, PGI has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
Orange, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pgi Wealth Management
Previous Registrations
Greylin Investment Management
State Registrations1 state
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