David Morgante
David Morgante is a CFP-designated registered investment advisor at Variant Private Wealth LLC, based in Tysons, VA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 194 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Variant Private Wealth (VPW) offers two investment management options through a wrap fee program:
- Wrap Asset Management: A portfolio is created using various securities, tailored to the client's needs. For this service, the annual fee ranges from 1.50% on the first $249,999 to 0.30% for amounts over $60,000,000.
- Comprehensive Wrap Asset Management: This includes asset management and financial planning or consulting services. For this service, the annual fee ranges from 2.00% on the first $249,999 to 0.40% for amounts over $60,000,000.
Fees are billed monthly in arrears based on the value of the account on the last day of the month and are negotiable.
Location
8350 Broad St., Suite 220, Tysons, VA, 22102
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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 ActivitiesSells Insurance
David owns real estate properties and is a co-owner of Variant Financial, LLC (financial planning). He also owns Variant Insurance LLC and Variant Tax Services, LLC, dedicating minimal time to the insurance business and a few hours per week to tax services.
Employment History
Current Registrations
Variant Private Wealth LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Pittsford Capital Markets, INCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.