David Marshall is a CFA-designated registered investment advisor at Cantor Fitzgerald Investment Advisors, based in Lynchburg, VA, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,286 clients with $2.4B 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 | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
800 Main Street, 2nd Floor, Lynchburg, VA, 24504
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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 serves as a member of the Board of Trustees and Treasurer for Patrick Henry Family Services, providing advice and oversight. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
Previous Registrations
Flippin Bruce & Porter INC
State Registrations1 state
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