David Lorbiecki is a registered investment advisor at Dmkc Advisory Services, LLC, based in Des Moines, IA, with 32 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 500 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMKC Advisory Services manages investments through Atlas, Anchor, and separately managed investment strategies. The annual advisory fee is up to 1.50% and is determined based on the amount of assets managed, investment objectives, and complexity of the client's financial situation. Fees are charged quarterly in advance. There is a $1,000 minimum annual fee for Atlas and separately managed investment strategies, and a $200 minimum annual fee for Anchor.
Location
3900 Ingersoll Avenue, Suite 300, Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David operates under the DBA Lorbiecki Group, providing financial advisory services since 2020. This activity requires a few hours per week.
Employment History
Current Registrations
Dmkc Advisory Services, LLC
D.M. Kelly & CompanyBroker
Previous Registrations
Dain Bosworth IncorporatedBroker
State Registrations27 states
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