David Hogan is a CFA-designated registered investment advisor at Hogan Investment Counsel, LLC, based in Cordova, TN, with 22 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 207 clients with $110M 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 $3.0M | 0.90% |
| $3M+ | 0.50% |
Fees may be negotiable. For customized fixed income only portfolios, the annual fee is 0.40% on the first $3,000,000, and 0.30% on amounts over $3,000,000.
Fee Estimator
Location
51 Germantown Court, Suite 108, Cordova, TN, 38018
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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 →Other Business Activities
Clay is the manager of Hogan Farms LLC, a farm in Eags, TN, since 2021. He leases farmland and handles bookkeeping, dedicating minimal time to this activity.
Employment History
Current Registrations
Hogan Investment Counsel, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations5 states
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