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DM

David Carl Magee

Copley Financial Group, INC.
12 Years of Experience
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Copley Financial Group, INC.
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
1,598 clients
Average Client Portfolio
$171K average
Assets Under Management
$272.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.35%
$100K - $250K1.30%
$250K - $1.0M1.20%
$1M+1.10%

Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2016
Judgment / Lien
April 2015
Judgment / Lien
February 2015
Judgment / Lien
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is an insurance agent with Heritage Tax and Insurance, providing financial planning and investment advice. He dedicates full-time hours to this activity, with some of those hours occurring during securities trading hours.

Employment History
Current Registrations
Copley Financial Group, INC.
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Magee Thomson Investment Partners, LLC
July 2012 - September 2017 · 5 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.