David Blair
David Blair is a registered investment advisor at RBC Private Counsel (USA) INC., based in Vancouver, Ontario, with 20 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 5,967 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RBC Private Counsel (USA) offers three investment management programs, each with a maximum fee of 2.75% per year. The fees include trade execution and custodial services. The A+ and Access programs also include compensation to sub-advisors or investment managers. The Private Investment Management (PIM) program is managed directly by an Investment Counsellor. Fees are calculated based on the daily market value of assets and charged monthly or quarterly. An early termination fee may apply to the PIM program if the relationship ends within the first year.
Location
666 Burrard St., 25th Flr, Vancouver, Ontario, V6A 3B1
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Regulatory History (2)
Employment Separation After Allegations
February 1982Regulatory
February 1982Employment History
Current Registrations
RBC Private Counsel (USA) INC.
Previous Registrations
RBC Dominion Securities CorporationBroker
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.