David Kenerson is a registered investment advisor at Virginia Global Asset Management, LLC, based in Norfolk, VA. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $26M 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 | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees on accounts above $10 million are negotiable. Schedule shown is for new accounts as of 5/31/2025. For accounts under management prior to 5/31/2025: 1.00% on the first $1 million of assets, 0.75% on the next $2 million of assets, 0.50% on assets above $3 million. For charitable foundations and charitable trusts having no non-charitable beneficiary: 0.50% on all assets.
Fee Estimator
Location
409 Yarmouth Street, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David sits on the board of Virginia Global, providing guidance as needed. He is also employed full-time by the Hanover Research Group.
Employment History
Current Registrations
Virginia Global Asset Management, LLC
State Registrations1 state
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