Wealth management fees range from 0.50% to 2.00% annually based on assets under management and other factors. Some clients negotiate fixed fees. Wealth coaching services include a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%. Investment consulting fees range from $5,000 to $100,000, depending on the complexity of the client's circumstances. The firm generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor. For wealth coaching services, Intellectus generally requires a minimum net worth size of $10,000,000, which may be reduced at the sole discretion of the Advisor.
1050 Battery Street, Suite 100, San Francisco, CA, 94111
Get directionsDavid is a member of IP Group LLC (investment related), managing member of Data Empowerment (software development), managing partner at Gemini Partners LLC (investment vehicle), and managing member of Insight X Labs LLC (software optimization & development). He also serves on the advisory board for Orbital Insight and Bietelan Inc., and as an advisor for Gaga Sports and Scientific Revenue, and owns The Hint Box (software development).