David Landry is a CFA-designated registered investment advisor at Demesne Investments, based in Greenville, SC, 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 Investment Management. Their firm serves 23 clients with $70M 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 | 0.50% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Location
Greenville, SC
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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 a minority owner of IO Digital Index Partners LLC, which produces a digital infrastructure index. He assists with the rebalancing process, dedicating minimal time to this activity.
Employment History
Current Registrations
Demesne Investments
State Registrations3 states
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