Elayne Pisarik is a CFP, ChFC-designated registered investment advisor at Firstrust, based in Daytona Beach, FL, with 25 years of industry experience. Elayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 128 clients with $250M 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 | 0.85% |
Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity. Subject to a $15,000 annual minimum fee. Fees are negotiable.
Fee Estimator
Location
113 Executive Circle, Daytona Beach, FL, 32114
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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 →Employment History
Current Registrations
Firstrust
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
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