DP
CFP
DP
CFP

David Pistor

19 Years of Experience
Queen Creek, AZ

David Pistor is a CFP-designated registered investment advisor at Flight Capital Management, LLC, based in Queen Creek, AZ, with 19 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 35 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$42.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.00%
$200K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+1.00%

Fees may be negotiable for accounts over $2,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Queen Creek, AZ

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History

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
Flight Capital Management, LLC
January 2010 - Present · 16 yrs 3 mos
Previous Registrations
Umpqua Investments, INC.
November 2006 - February 2010 · 3 yrs 3 mos
State Registrations4 states
AZORTXWA
Advisor

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.

Exams
No exam information available for this advisor.