David Varisco is a registered investment advisor at Fmsa, based in Lafayette, LA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M 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 $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
412 West University Ste 103, Lafayette, LA, 70506
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 sells life and health insurance through broker contracts with multiple carriers. He is also an IAR, owns a web-based mobile website generator company, performs as a musician, distributes health supplements, and co-owns an office condo.
Employment History
Current Registrations
Fmsa
Previous Registrations
Oxford Asset Management, LLC
American General Securities Incorporated
State Registrations1 state
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