David Ritter is a CFA-designated registered investment advisor at Lcg Associates, INC., based in Atlanta, GA, 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 High Net Worth, Investment Management. Their firm serves 108 clients with $2.6B 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 $100.0M | 0.25% |
| $100.0M - $300.0M | 0.10% |
| $300M+ | 0.05% |
Fees are negotiable based on client requirements. Higher fee schedules may apply if a large percentage of the portfolio is in alternative investments.
Fee Estimator
Location
400 Galleria Parkway, Suite 1800, Atlanta, GA, 30339
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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 →Employment History
Current Registrations
Lcg Associates, INC.
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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