Advisor at Cape Investment Advisory, Inc.
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Firm
Cape Investment Advisory, Inc.
Location
Mcdonough, GA 30253
Credentials
Series 63, Series 65
Industry experience
25 years
David Bell is a financial advisor with Cape Investment Advisory, Inc. based in Monroe, GA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cape Investment Advisory and its affiliated entities since 2017, with prior experience at Legend Equities Corporation from 2005 to 2017. Outside of his advisory role, he serves as a Regional Client Manager for ACCG Retirement Services, assisting with enrollment and servicing of governmental retirement plans in Georgia. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through about 40 advisors and operates a multi-office network that emphasizes tailored asset allocation and portfolio construction using fundamental, technical, and macroeconomic analysis.
Based on Cape Investment Advisory, Inc.
Based on Cape Investment Advisory, Inc.
$0 - $250,000: 2.75% total fee (includes 0%–2.45% management fee + $0.30 execution/clearing fee) $250,000 - $500,000: 2.50% total fee (includes 0%–2.20% management fee + $0.30 execution/clearing fee) $500,000 - $1,000,000: 2.25% total fee (includes 0%–2.00% management fee + $0.25 execution/clearing fee) $1,000,000 - $2,000,000: 1.95% total fee (includes 0%–1.75% management fee + $0.20 execution/clearing fee) $2,000,000 - $5,000,000: 1.65% total fee (includes 0%–1.45% management fee + $0.20 execution/clearing fee) $5,000,000+: 1.35% total fee (includes 0%–1.20% management fee + $0.15 execution/clearing fee)
Account minimum: $25,000 Minimum fee: Minimum fee of $350 Fee-only: Fees are fee-only; no commissions on advisory fees.
1600 Pennsylvania Ave.
Mcdonough, GA 30253
Georgia
American Global Wealth Management, Inc.
2017 - Present (9 years)
Cape Securities, INc.
2017 - Present (9 years)
Cape Investment Advisory, Inc.
2017 - Present (9 years)
Legend Advisory LLC
2017 - 2017 (1 year)
Lincoln Investment
2017 - 2017 (1 year)
Legend Equities Corporation
2005 - 2017 (12 years)
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Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 63, Series 65, Series 66
Mc Donough, GA
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Series 63, Series 66
Jonesboro, GA
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CFP®, Series 63, Series 65
Jonesboro, GA
Capital and Planning, LLC
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