David Marchesani is a CFA-designated registered investment advisor at Iapetus Capital, INC., based in San Diego, CA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable. Management may reduce or waive fees in its sole discretion for family and friends of the firm.
Fee Estimator
Location
San Diego, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Iapetus Capital, INC.
Previous Registrations
Morgan Stanley
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.
Exams
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