David Blair
David Blair is a registered investment advisor at RBC Private Counsel (USA) INC., based in Vancouver, Ontario, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum portfolio management fee is 2.75% per annum. Actual rates are determined at account opening based on a schedule and may be negotiable based on account size and securities purchased. A+ and Access programs include additional sub-advisor or manager compensation ranging from 0.05% to 0.65%.
Fee Estimator
Location
666 Burrard St., 25th Flr, Vancouver, Ontario, V6A 3B1
Get directionsHistory
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.
Exams
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