David Sendi is a CFP-designated registered investment advisor at Portfolio Advisory Group, INC., based in Alexandria, VA, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 64 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Advisory Group charges a percentage of your portfolio annually for investment advisory services. The exact percentage depends on the amount you invest:
- $1 to $100,000: 1.00% to 2.00% per year
- $100,001 to $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.75% to 1.50% per year
Fees are charged quarterly, based on the value of your account at the end of the quarter. These fees do not include custodian fees or brokerage commissions.
Location
5425 Duke Street, Alexandria, VA, 22304
Get directionsHistory
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 is the president of Portfolio Tax Group, Inc., providing tax, bookkeeping, and payroll services, dedicating about 10-20% of his time. He also owns David Sendi, Esq., providing legal services, dedicating a few hours per week.
Employment History
Current Registrations
Portfolio Advisory Group, INC.
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.