David Cox is a registered investment advisor at Integrated Wealth Concepts LLC, based in Woodland Hills, CA, with 1 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
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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
21600 Oxnard Street, Suite 2000, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a partner at Duffy Kruspodin LLP, a CPA firm, dedicating full-time hours to this role since 2012. He is also a registered investment advisor (IAR) with Integrated Wealth Concepts, LLC, operating under the DBA DK Wealth Management, spending about 10-20% of his time on this since January 2025.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
State Registrations1 state
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