David Kissner is a registered investment advisor at Mk Strategic Equities, based in Dayton, NV, with 7 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 7 clients with $3.2M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Dayton, NV
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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 works as a math tutor and teacher for Engaging Math Circles (EMC) since May 2023. He dedicates a few hours per week to tutoring individual students and classes in algebra and calculus.
Employment History
Current Registrations
Mk Strategic Equities
Previous Registrations
Mk Strategic Equities
State Registrations1 state
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