David Arizini is a registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
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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 →Other Business Activities
David is a managing partner of 11721 Hidden Valley, LLC, an LLC formed to acquire a second home with a vineyard, and a TTEE of Swirlinghawk LLC, a wine business. He also manages rental properties through Cherokee LLC and McAz LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Securities INC.Broker
Stephens INC.Broker
State Registrations2 states
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.