Advisor at David Gray Consulting LLC
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Firm
David Gray Consulting LLC
Location
North Augusta, SC
Credentials
Series 65
Industry experience
3 years
David Gray is the principal of David Gray Consulting LLC, an independent advisory firm based in North Augusta, SC. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. In addition to his advisory role, he serves as a Senior Project Controls Manager and Scheduler under contract with Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm employs a primarily long-term, customized investment approach using fundamental, technical, and cyclical analysis, with services that include ERISA-focused plan oversight and a performance-based fee option.
Based on David Gray Consulting LLC
Based on David Gray Consulting LLC
Fixed engagement fees for financial planning based on expected hours and hourly rate.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.60%
Up to $200 per hour for financial planning services.
Performance-based fees from 10% to 30% of mark-to-market Profit & Loss, with 0% threshold and high-water mark, charged quarterly or annually to Qualified Clients only.
Account minimum: $2,000 Fee-only: Financial planning fees up to $200 per hour or fixed fees based on expected hours at hourly rate.
North Augusta, SC
Georgia
Matrix PMO
2022 - 2023 (1 year)
David Gray Consulting LLC
2022 - Present (4 years)
Williams Plant Services
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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