David Jordan is a registered investment advisor at Qvg, LLC, based in Alma, AR, with 1 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 78 clients with $92M 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 $500K | 2.00% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Location
Alma, AR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Qvg, LLC
State Registrations1 state
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