David Sung is a CFA-designated registered investment advisor at Mvo Private Wealth, LLC, based in Malvern, PA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable. Sub-advisor fees, ranging from 0.35% to 1.50% annually, may apply for specific portfolio allocations and are in addition to MVO Private Wealth's advisory fee.
Fee Estimator
Location
40 Lloyd Avenue, Suite 100, Malvern, PA, 19355
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
Mvo Private Wealth, 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
More Advisors
- Yi Liu, CFPVanguard Advisers, INC.
- Joseph Marcelli, CFPVanguard Advisers, INC.
- Michael Mccallister, CFPVanguard Advisers, INC.
- Ryan Waddell, CFPVanguard Advisers, INC.
- Joseph Morrison, CFAVanguard Advisers, INC.
- Zhi Martinez, CFPVanguard Advisers, INC.