David Pequet
David Pequet is a registered investment advisor at Mpi Wealth Management LLC, based in Hinsdale, IL, with 42 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 208 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPI Wealth charges a percentage of your portfolio each year, up to a maximum of 1.0%. This fee is negotiated individually with each client. Fees are paid quarterly in advance. MPI Wealth has a minimum account size of $1 million, but this may be waived at MPI Wealth's discretion.
Location
15 Salt Creek Lane, Suite 404, Hinsdale, IL, 60521-2965
Get directionsHistory
Regulatory History (1)
Regulatory
June 2000Other Business Activities
David is the Director & Treasurer of the Roger B. Chaffee Scholarship Fund since 2021 and an officer of Duck Lake Inn LLC cottage rental since 2021, spending minimal time on the latter.
Employment History
Current Registrations
Mpi Wealth Management LLC
Previous Registrations
Mpi Investment Management INC
Gruntal & CO. IncorporatedBroker
Moseley Securities CorporationBroker
Prudential-Bache Securities INC.Broker
Dean Witter Reynolds INC.Broker
Loeb PartnersBroker
White, Weld & CO. IncorporatedBroker
Shearson Hayden Stone INC.Broker
Shearson Hayden Stone INC.Broker
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.