David Przybylski is a registered investment advisor at Smith Moore & CO., based in Overland Park, KS, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Smith, Moore & CO.Broker
Smith Moore & CO.
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Century Investment Services INC.Broker
State Registrations13 states
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