David Swank
David Swank is a CFA-designated registered investment advisor at Hood River Capital Management LLC, based in Palm Beach Gardens, FL, 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 Investment Management. Their firm serves 56 clients with $9.5B 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 $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.80% |
Schedule reflects the Small-Cap Growth strategy. The New Opportunities strategy charges 0.75% on the first $90 million and 0.65% on amounts over $90 million. Fees are negotiable.
Fee Estimator
Location
2373 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
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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
Hood River Capital Management LLC
State Registrations2 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.
Exams
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