David Grey is a registered investment advisor at Family Fiduciary Services, INC., based in Beverly, MA, 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 Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 94 clients with $200M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. Higher fees (1.50%) apply when also serving as a trustee and/or providing bill paying and tax organization services.
Fee Estimator
Location
900 Cummings Center, Suite 212-U, Beverly, MA, 01915
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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 serves as President of Family Fiduciary Services, Inc., a corporate trustee that provides investment advice. He spends about 10-20% of his time on this business.
Employment History
Current Registrations
Family Fiduciary Services, INC.
Previous Registrations
Grey Investments LLC
David L. Grey Investment Counsel
State Registrations1 state
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