David Luo is a CFA-designated registered investment advisor at Purkiss Capital Advisors, LLC, based in Ridgefield, CT, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 409 clients with $840M 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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at Purkiss Capital's discretion.
Fee Estimator
Location
Ridgefield, CT
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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
Purkiss Capital Advisors, LLC
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations3 states
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