David Guss
David Guss is a registered investment advisor at Ipg Investment Advisors, LLC, based in La Jolla, CA, with 42 years of industry experience. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,282 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees generally range from 0.60% to 1.50% annually, depending on account size and complexity. Fees are negotiable for large accounts or family accounts.
Fee Estimator
Location
7596 Eads Avenue, Suite 105, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2002Regulatory
July 1998Other Business Activities
David is involved in numerous real estate and investment-related activities, including roles as a board member, partner, managing member, officer, director, and general/limited partner in various entities. He also dedicates minimal time to Southwest Trade Services, a trade facility.
Employment History
Current Registrations
Ipg Investment Advisors, LLC
Previous Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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