DP

David Joseph La Placa

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Plan Fee:$5,000 - $100,000

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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Regulatory History (1)
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Customer Dispute
July 1998
Denied
Other Business Activities

David 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).

Employment History
Current Registrations
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2015 - April 2016 · 9 mos
Deutsche Bank Securities INC.
July 2004 - July 2015 · 11 yrs
Deutsche Bank Securities INC. Broker
June 2004 - July 2015 · 11 yrs 1 mo
Lehman Brothers INC.Broker
January 2000 - June 2004 · 4 yrs 5 mos
Warburg Dillon Read LLCBroker
July 1998 - February 2000 · 1 yr 7 mos
Cibc Oppenheimer CORP.Broker
September 1996 - June 1998 · 1 yr 9 mos
Olde Discount CorporationBroker
December 1993 - October 1996 · 2 yrs 10 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.