David Boggess is a registered investment advisor at Boggess Asset Management, based in West Palm Beach, FL, with 2 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 clients with $180K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boggess Asset Management manages investments through commingled fund vehicles and single investor funds. The standard minimum fee is 2% of the client’s assets under management annually, which is $40,000 on a $2,000,000 minimum investment. Performance fees are also charged and are negotiable.
Location
700 S. Rosemary Ave., Suite 204, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Boggess Asset Management
State Registrations1 state
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