David Gray is a registered investment advisor at David Gray Consulting LLC, based in North Augusta, SC, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable. As an alternative to AUM fees, David Gray Consulting offers performance-based fees for qualified clients.
Fee Estimator
Location
North Augusta, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a senior project controls manager/scheduler for Longenecker and Associates through David Gray Consulting LLC, dedicating full-time hours to this role. Approximately 30 of these hours occur during securities trading hours.
Employment History
Current Registrations
David Gray Consulting LLC
State Registrations1 state
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