David Foster is a CFA-designated registered investment advisor at Integrated Advisors Network LLC, based in San Diego, CA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
5330 Carroll Canyon Road, Suite 100, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a financial advisor for Copper Crest Capital, dedicating full-time hours to this role. He also works as an accountant for Copper Crest CPAs LLP, spending about half his time on bookkeeping, consulting, and planning.
Employment History
Current Registrations
Integrated Advisors Network LLC
State Registrations1 state
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