David Slocombe is a registered investment advisor at San Gabriel Capital, based in Cedar Park, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $18M 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 | 1.50% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5 million. The fee for the first $1,000,000 can range from 1.00% to 1.50%. Client accounts with balances of $100,000 would be charged a 2.25% fee to the extent the minimum annual fee was applied. Application of the minimum annual fee to total account values below $100,000 will be restricted.
Fee Estimator
Location
1320 Arrow Point Dr., Suite 501, Ofc Tw23, Cedar Park, TX, 78613
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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
San Gabriel Capital
Previous Registrations
San Gabriel Capital
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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