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
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
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2015 - March 2016 · 7 mos
Deutsche Bank Securities INC.
August 2012 - July 2015 · 2 yrs 11 mos
Deutsche Bank Securities INC. Broker
July 2010 - July 2015 · 5 yrs
Fidelity Brokerage Services LLCBroker
April 2010 - June 2010 · 2 mos
Thomas Weisel Partners LLCBroker
March 2007 - July 2009 · 2 yrs 4 mos
Linsco/private Ledger CORP. Broker
April 2004 - March 2007 · 2 yrs 11 mos
Wm Financial Services, INC.Broker
May 2002 - August 2003 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.