David Placa is a registered investment advisor at Intellectus Partners, LLC, based in San Francisco, CA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 192 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intellectus Partners offers wealth management services where fees range from 0.50% to 2.00% annually based on the value of your portfolio. The fee is paid quarterly, in advance, and is based on the average daily balance from the prior quarter. Fees may be negotiable. For wealth coaching services, there is a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%, paid quarterly in arrears.
Location
1050 Battery Street, Suite 100, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1998Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Lehman Brothers INC.Broker
Warburg Dillon Read LLCBroker
Cibc Oppenheimer CORP.Broker
Olde Discount CorporationBroker
State Registrations2 states
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.