Dave Duley
Dave Duley is a registered investment advisor at Georgia Advisory Group LLC, based in Alpharetta, GA, with 28 years of industry experience. Dave operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 285 clients with $110M 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 - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable. Household accounts may be aggregated for breakpoint purposes.
Fee Estimator
Location
2440 Old Milton Pkwy Suite 200, Alpharetta, GA, 30009-3213
Get directionsHistory
Regulatory History (6)
Customer Dispute
April 2011Customer Dispute
September 2010Customer Dispute
June 2010Customer Dispute
June 2010Customer Dispute
May 2010Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Dave is a 100% owner of Georgia Advisory Group, Inc., a financial services company. He dedicates full-time hours to this business and provides insurance services.
Employment History
Current Registrations
Georgia Advisory Group LLC
Previous Registrations
Northstar Investment Partners
Cape Securities INC.Broker
Vsr Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Triad Advisors, INC.Broker
Linsco/private Ledger CORP.Broker
Jackson National Financial Services, 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.