David Sinclair
David Sinclair is a registered investment advisor at Mile High Investments, LLC, based in Portsmouth, NH, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 121 clients with $100M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Portsmouth, NH
Get directionsHistory
Regulatory History (2)
Criminal
January 1994Criminal
November 1992Other Business Activities
David manages real estate for leasing purposes through J & S Management, LLP since 2020. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Mile High Investments, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations3 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.