David May is a registered investment advisor at Osprey Capital Management, LLC, based in Rock Hall, MD, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44 clients with $27M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees over $5,000,000 are negotiated. There is a minimum fee of $2,000 per relationship per year which may be waived.
Fee Estimator
Location
Rock Hall, MD
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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 →Employment History
Current Registrations
Osprey Capital Management, LLC
Previous Registrations
Osprey Capital Management, LLC
Osprey Capital Management, LLC
Osprey Capital Management, LLC
Osprey Capital Management, LLC
State Registrations1 state
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