David Robinson
David Robinson is a CFA-designated registered investment advisor at Howard Capital Management Group, LLC, based in Los Angeles, CA, with 16 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. Their firm serves 544 clients with $2.3B 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 $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable. Schedule shown is for Equity & Balanced Investment Advisory Services. Fixed Income Investment Advisory Services have a different fee schedule: 0.60% on assets up to $2,499,999, 0.50% on assets from $2,500,000 to $4,999,999, 0.40% on assets from $5,000,000 to $9,999,999, and 0.35% on assets from $10,000,000 and above.
Fee Estimator
Location
11601 Wilshire Blvd, Suite 2000, Los Angeles, CA, 90025-1766
Get directionsHistory
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
Howard Capital Management Group, LLC
Previous Registrations
Howard Capital Management
State Registrations3 states
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.