David Bell is a registered investment advisor at Cape Investment Advisory, INC., based in Monroe, GA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,634 clients with $400M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Location
Monroe, GA
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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
David is the Regional Client Manager for ACCG Retirement Services, assisting in the enrollment and servicing of County Government Employee Retirement Plans in Georgia. This role takes nearly a full-time commitment.
Employment History
Current Registrations
Cape Investment Advisory, INC.
American Global Wealth Management, INC.
American Global Wealth Management, INC.Broker
Previous Registrations
Cape Securities INC.Broker
Legend Advisory, LLC
Lincoln Investment
Lincoln InvestmentBroker
Legend Equities CorporationBroker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations3 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.