David Ventura is a registered investment advisor at Signet Private Wealth, LLC, based in Chicago, IL, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 80 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signet Private Wealth charges a percentage of your portfolio each year or a fixed fee, billed quarterly. The fee is based on the average daily balance of your account. The exact fee is specified in your agreement and is negotiable based on various factors. The maximum annual fee is 1.5% of your portfolio.
Location
150 S Wacker Drive, Suite 2400, Chicago, IL, 60606
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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.
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David manages real estate and is a co-trustee for a personal trust. He also manages JCV Real Estate LLC, which owns multi-family rental buildings, dedicating minimal time outside of business hours to this activity.
Employment History
Current Registrations
Signet Private Wealth, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.