Stewart Weissman
Stewart Weissman is a registered investment advisor at Integrated Wealth Concepts LLC, based in Rancho Santa Fe, CA, with 21 years of industry experience. Stewart 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
Rancho Santa Fe, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1994Other Business ActivitiesSells Insurance
Stewart is a co-branded advisor representative of Laurel Wealth Advisors, operating under the DBA Wealth Preservation, LLC, dedicating all of his time to this activity. He is also a licensed insurance agent in California since 1975, selling fixed life, annuity, and long-term care insurance products, receiving commissions and other compensation.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Scf Investment Advisors, INC.
First Heartland Consultants, INC.
Jefferson Pilot Securities CORP
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.