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David Freisner
18 Years of Experience
Overland Park, KS
1 Disclosure
David Freisner is a registered investment advisor at Konza Global Wealth Group, based in Overland Park, KS, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 106 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
106 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$116.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10740 Nall Ave., Suite 201, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2012Employment History
Current Registrations
Konza Global Wealth Group
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Fortune Financial Advisors, LLC
March 2012 - September 2024 · 12 yrs 6 mos
Princor Financial Services Corporation
July 2007 - February 2012 · 4 yrs 7 mos
Hornor, Townsend & Kent, INC.
May 2007 - May 2007 · 0 mos
State Registrations3 states
KSMOTX
Advisor
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
No exam information available for this advisor.