David Hone is a CFA-designated registered investment advisor at Lcv Advisors LLC, based in Johns Island, SC, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 24 clients with $47M 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 $750K | 1.00% |
| $750K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $3.5M | 0.50% |
| $3.5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
Johns Island, SC
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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
Lcv Advisors LLC
Previous Registrations
William BlairBroker
William Blair & Company L.L.C.
Deam Investor Services, INC.Broker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
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.