DP

David Joseph Przybylski

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Annual Fee:$400
Hourly Rate:$125 - $600/hr

The annual fee for direct asset management typically ranges from 0.5% to 3% of the managed assets' value, billed quarterly. Fees are negotiable based on factors like asset size and portfolio complexity. Clients also pay a $5.50 administrative service charge per trade (with some exceptions), custodial fees, and internal fees from investments like mutual funds and ETFs. Investment consulting fees range from $125 to $600 per hour, depending on the complexity of the services.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS, 66210

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Smith, Moore & CO. Broker
June 2009 - Present · 16 yrs 7 mos
Smith Moore & CO.
June 2009 - Present · 16 yrs 7 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith Barney Broker
June 2009 - July 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2002 - April 2007 · 4 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 2002 - April 2007 · 4 yrs 11 mos
American Century Investment Services INC.Broker
October 1997 - September 2001 · 3 yrs 11 mos
State Registrations14 states
CACOFLGAIAILKSMAMEMONENHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.