David Quinn is a registered investment advisor at Targeted Equity Consulting Group, based in Scituate, MA, with 24 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees for equities range from 0.10% to 1.00% and fixed income ranges from 0.10% to 0.50%. Qualified clients may also pay an annual fee up to 1.00% plus performance fees of 15% on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
Scituate, MA
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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 →Employment History
Current Registrations
Targeted Equity Consulting Group
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Dean Witter Reynolds INC.Broker
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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