David Rotatori
David Rotatori is a CFP-designated registered investment advisor at Beacon Capital Advisory Group, based in Charlotte, NC, with 17 years of industry experience. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 184 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. For clients who invest in alternative investments, BCAG may charge a due diligence and monitoring fee ranging from 0.25% to 1.00% per year, which replaces the standard management fee on those assets.
Fee Estimator
Location
2901 Coltsgate Rd, Suite 102, Charlotte, NC, 28211
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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 is an independent licensed insurance agent.
Employment History
Current Registrations
Beacon Capital Advisory Group
Previous Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Cornerstone Wealth
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
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.