David Pisarkiewicz
David Pisarkiewicz is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in St. Louis, MO, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 9,236 clients with $68B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Standard fee schedule for Equity and Balanced Portfolios. Other portfolio types (Fixed Income, Cash, Wealth Management) have separate schedules. Minimum annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
1401 S Brentwood Blvd, Suite 200, St. Louis, MO, 63144
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Previous Registrations
M&i Investment Management CORP.
State Registrations1 state
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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