David Piccolo
David Piccolo is a registered investment advisor at Piccolo Investment Consulting, LLC, based in Denton, TX, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 195 clients with $97M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
700 Londonderry Lane, Ste 400, Denton, TX, 76205
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
David receives royalties from oil and gas production and owns an office building leased to tenants. He spends minimal time on these activities.
Employment History
Current Registrations
Piccolo Investment Consulting, LLC
Previous Registrations
Metlife Securities INC.
State Registrations2 states
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.