Constance Walsh
Constance Walsh is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 39 years of industry experience. Constance 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
12555 High Bluff Drive, Suite 210, San Diego, CA, 92130
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Regulatory History (1)
Customer Dispute
November 2005Other Business ActivitiesSells Insurance
Constance is a registered representative with M.S. Howells & Co. and owner of Walsh Financial Divorce Solutions, providing financial analysis and mediation services related to divorce. She is also a licensed insurance agent selling fixed life and long-term care insurance products since 1992, and an IAR for Integrated Wealth Concepts, LLC, spending full-time hours on this role.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
M. S. Howells & CO.Broker
Laurel Wealth Advisors, INC.
Third Street Advisors, LLC
Neaco Advisory, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Jaron Equities CORP.Broker
Ridgewood Capital Funding, INC.Broker
Mallard Securities, INC.Broker
Smith, Vicars & CO., INC.Broker
Dean Witter Reynolds 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.