David Lekarczyk
David Lekarczyk is a registered investment advisor at Simplyria Advisor Network, based in Valparaiso, IN, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 602 clients with $210M 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 | 3.00% |
Advisory fees are negotiable and will not exceed 3.00% annually. A minimum annual fee of $300 per account may apply. Certain accounts may also incur a $35 annual technology fee.
Fee Estimator
Location
Valparaiso, IN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works as an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Simplyria Advisor Network
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Mark Rosinski, CFPDunes Financial
- Nicholas Kilburg, CFPAvantax Planning Partners, INC.
- Mark Anleitner, CFPCwm, LLC
- Wesley Barnes, CFPMariner
- Jayson Johnson, CFPPrivate Advisor Group, LLC
- Lukas Duffy, CFP