David Grande
David Grande is a registered investment advisor at Hsbc Securities (USA) INC., based in Beverly Hills, CA, with 13 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 12,180 clients with $3.2B 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Location
445 North Bedford Drive, 2nd Floor, Beverly Hills, CA, 90210
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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 Activities
David is the 100% owner and manager of Grande Vault LLC, a business that sources and sells limited release sneakers. This activity takes about a quarter of David's time.
Employment History
Current Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations53 states
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