David Choi
David Choi is a registered investment advisor at Integrated Wealth Concepts LLC, based in Newport Beach, CA, with 17 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
4100 Newport Place Dr. Ste 530, Newport Beach, CA, 92660
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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 →Other Business Activities
David is involved in several business activities, including Munho Investments (since 2015), Y.E.S. Hospitality Group (since 2017), The Reserve Investments, LLC, and Integrated Wealth Concepts, LLC (all since 2021). He dedicates full-time hours to Munho Investments, The Reserve Investments, and Integrated Wealth Concepts, about a quarter of his time to Y.E.S. Hospitality Group, and varying amounts of time to other DBAs of Integrated Wealth Concepts.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Wescom Financial Services, LLC
Wescom Financial ServicesBroker
Kinecta Financial & Insurance Services, LLCBroker
LPL Financial LLCBroker
Wachovia Securities, LLCBroker
State Registrations4 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.