David Magee
David Magee is a registered investment advisor at Copley Financial Group, INC., based in San Diego, CA, with 12 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 1,350 clients with $320M 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 $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Advisor charges a flat annual fee of 1% on fee-based alternative investments. The account value of the alternative investments will not be included in the account householding for calculating fees for other accounts managed by Advisor.
Fee Estimator
Location
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2016Judgment / Lien
April 2015Judgment / Lien
February 2015Judgment / Lien
July 2014Other 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.
Previous Registrations
Magee Thomson Investment Partners, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.