David Perez
David Perez is a registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Farmers Branch, TX, with 10 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 1,392 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated MDT charges a percentage of your portfolio each year. The exact percentage depends on the investment strategy and the amount of assets managed. For example, for All Cap Core, Large Cap Growth, and Large Cap Value strategies, the fee is 0.70% on the first $5 million, decreasing to 0.35% for amounts over $100 million. These fees are typically paid quarterly.
Location
Farmers Branch, TX
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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
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.Broker
Previous Registrations
Tcw Funds Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.