David Pettus is a registered investment advisor at Blue Rock Capital, based in Allen, TX, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are open for discussion and negotiation.
Fee Estimator
Location
Allen, 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.
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David is a managing member of Front Porch Investments LLC, investing in single-family housing (minimal time commitment). He is also the managing member for Bald Eagle Asset Management, LLC, which owns a small interest in Houston Cider, LLC and a producing oil well (minimal time commitment).
Employment History
Current Registrations
Blue Rock Capital
State Registrations3 states
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