David Hone
Advisor at LCV Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LCV Advisors LLC
Location
Johns Island, SC
Credentials
CFA®, Series 63
Industry experience
26 years
About
David Hone is a CFA® charterholder with 26 years of industry experience. He is the principal of LCV Advisors LLC, an independent firm he has led since 2016, following five years at William Blair & Company. LCV Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm combines fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, blending active and passive mutual funds and ETFs to meet client asset-allocation targets.
Expertise
Based on LCV Advisors LLC
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.60% $2,500,001 - $3,500,000: 0.50% $3,500,001+: 0.30%
$250 per hour for Hourly Financial Planning (two-hour minimum)
$250 per month recurring fee for Comprehensive Financial Planning (negotiable)
Minimum fee: Initial $1,000 for Comprehensive Financial Planning (may be reduced or waived at discretion) Fee-only: Comprehensive Financial Planning: $250 per month (fixed recurring fee, negotiable); Hourly Financial Planning: $250/hour (two-hour minimum, non-negotiable)
Location
Johns Island, SC
Most active in
David H has reported serving >5 clients in these states in the last 12 months.
Illinois · New York · South Carolina
Work history
LCV Advisors LLC
2016 - Present (10 years)
William Blair & Company
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Brett F
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Ryan B
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Shannon B
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Johns Island, SC
Baker Wealth Advisors, LLC.
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