Elayne Pisarik is a CFP, ChFC-designated registered investment advisor at Firstrust, based in Daytona Beach, FL, with 24 years of industry experience. Elayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 128 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FirsTrust offers investment management services for a flat percentage fee based on the scope of services chosen. The fee is calculated quarterly in advance based on the market value of your investments at the end of the prior quarter.
The annual fee percentages are:
- Under $1 million: 0.85% for investment management only, with additional fees for tax and financial planning services.
- $1-3 million: 0.75% for investment management only, with additional fees for tax and financial planning services.
- $3-5 million: 0.65% for investment management only, with additional fees for tax and financial planning services.
- $5-10 million: 0.55% for investment management only, with additional fees for tax and financial planning services.
- $10-20 million: Negotiable
- $20 million+: Negotiable
A minimum fee may apply.
Location
113 Executive Circle, Daytona Beach, FL, 32114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Firstrust
State Registrations1 state
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