David Mannaioni is a CFP, ChFC-designated registered investment advisor at St. Bernard Financial Services, INC., based in Centennial, CO, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
Centennial, CO
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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 associate professor at the College for Financial Planning since 2014, spending about half his time there. He is also the President of Success by Design LLC, where he keeps track of taxes and expenses, dedicating minimal time to this activity.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Financial Action, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Farmers Financial Solutions, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Farm Vp Management CORP.Broker
State Registrations13 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.