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David Simpson
23 Years of Experience
Laguna Niguel, CA
1 Disclosure
David Simpson is a registered investment advisor at Simpson Capital Management, based in Laguna Niguel, CA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 70 clients with $18M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
70 clients
Average Client Portfolio
$251K average
Assets Under Management
$17.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Simpson Capital may negotiate its management fee and offer discounts to select friends, employees, armed services personnel and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Laguna Niguel, CA
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Regulatory History (1)
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Regulatory
September 2014Final
Employment History
Current Registrations
Simpson Capital Management
October 2014 - Present · 11 yrs 6 mos
Previous Registrations
Simpson Capital Management
July 1999 - August 2011 · 12 yrs 1 mo
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.