David Lovell is a registered investment advisor at Swan Global Investments, LLC, based in Tampa, FL, with 10 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 1,969 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.50% to 1.25%.
Fee Estimator
Location
4350 W. Cypress St., Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Swan Global Investments, LLC
Previous Registrations
Swan Global Investments, LLC
State Registrations2 states
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