David Loskill
David Loskill is a registered investment advisor at Advisory Alpha, LLC, based in Prescott Valley, AZ, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B 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 | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
Prescott Valley, AZ
Get directionsHistory
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 ActivitiesSells Insurance
David is the owner of Loskill Financial Group L.L.C., providing financial services and consulting, dedicating nearly full-time hours to this. He also owns an insurance agency under the same name, selling annuities, life, and long-term care insurance, also dedicating nearly full-time hours to this.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Tucker Asset Management LLC
State Registrations1 state
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.
Exams
More Advisors
- Timothy Tracy, CFPIndependent Financial Group, LLC
- Stephen Vallender, CFPConsolidated Portfolio Review CORP