Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

212 9th Street, Suite 202, Oakland, CA, 94607

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Regulatory History (2)
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Financial
January 2020
Pending
Regulatory
August 2019
Final
Other Business Activities

David is involved with Checkmate, selling software licenses, and Young for Life, providing health & wellness information. He spends minimal time on each of these non-investment related activities.

Employment History
Current Registrations
Infinity Financial Services Advisory
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Infinity Financial Services
November 2019 - December 2020 · 1 yr 1 mo
Wells Fargo Clearing Services, LLC
August 2017 - October 2019 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLC Broker
August 2017 - October 2019 · 2 yrs 2 mos
UBS Financial Services INC. Broker
October 2012 - August 2017 · 4 yrs 10 mos
UBS Financial Services INC.
October 2012 - August 2017 · 4 yrs 10 mos
Morgan Stanley
April 2010 - October 2012 · 2 yrs 6 mos
Morgan Stanley Broker
April 2010 - October 2012 · 2 yrs 6 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.