David Leszcynski
David Leszcynski is a registered investment advisor at Global Financial Planning Group, LLC, based in Troy, MI, with 28 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 235 clients with $140M 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
900 Wilshire Drive, Suite 385, Troy, MI, 48084
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 spends about 5% of his time on non-variable insurance through Global Financial Planning Group, LLC. He also dedicates about half his time as a registered investment advisor with the same group, and owns rental real estate property, but spends no time on it.
Employment History
Current Registrations
Global Financial Planning Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Sigma Financial CorporationBroker
Copeland Equities LLCBroker
Mony Securities CORP.Broker
State Registrations22 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.