David Immonen
David Immonen is a CFA-designated registered investment advisor at Manning & Napier Advisors, LLC, based in Pittsburgh, PA, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B 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 $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.
Fee Estimator
Location
Pittsburgh, PA
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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 an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He also serves as an advisory board member for Province of St. Augustine Capuchin Franciscan Friars, owns rental property, and is a board member of McCandless Industrial Development Authority.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Previous Registrations
Manning & Napier Advisory Advantage Company, LLC
Mbsc, LLCBroker
Dreyfus Service CorporationBroker
Federated Securities CORP.Broker
State Registrations23 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.
Exams
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