David Lapuma is a CFP-designated registered investment advisor at Gatepass Capital, LLC, based in Independence, OH, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 153 clients with $260M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
Fees are progressive and negotiable depending on client circumstances. Minimum fee applies for accounts under $500,000.
Fee Estimator
Location
5005 Rockside Road, Suite 230, Independence, OH, 44131
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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 a Managing Director at GatePass Capital Holdings, LLC, the parent company of GatePass Capital, LLC. He spends a few hours per week on parent company management duties.
Employment History
Current Registrations
Gatepass Capital, LLC
Previous Registrations
Inverness Securities, LLCBroker
Zelman Partners, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Ancora Securities, INC.Broker
Northcoast Research Partners, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
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.