David Crocetti is a registered investment advisor at Shorebird Capital Management, based in Ellicott City, MD, with 11 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 55 clients with $9.5M 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 $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3696 Park Avenue, Ste 300, Ellicott City, MD, 21042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Shorebird Capital Management
Previous Registrations
Ferris, Baker Watts Incorporated
State Registrations1 state
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