David Gerszewski is a registered investment advisor at Vivere Wealth Management LLC, based in Chandler, AZ, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 3 clients with $990K 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable and differ from the schedule based on account size, anticipated future assets, historical relationship, individual client circumstances, and services offered. Vivere may recommend a bundled subscription service called Altruist One for a cost of 0.12% annually.
Fee Estimator
Location
1767 E. Queen Creek Rd. #1, Chandler, AZ, 85286-2011
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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
Vivere Wealth Management LLC
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.