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Andrea Chillak

Integrated Wealth Concepts LLC
29 Years of Experience
Encinitas, CA
Sells Insurance
View SEC Summary
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Andrea Chillak is a registered investment advisor at Integrated Wealth Concepts LLC, based in Encinitas, CA, with 29 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
473 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Encinitas, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrea is a licensed insurance agent in California since 1986, selling life, fixed & variable contracts, and long-term care products, dedicating minimal time to this activity. She is also an Investment Advisor Representative (IAR) with Integrated Wealth Concepts, LLC, doing business as Laurel Wealth Advisors, dedicating full-time hours to this role.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Laurel Wealth Advisors, INC.
January 2021 - March 2023 · 2 yrs 2 mos
Laurel Wealth Advisors, INC.
November 2013 - December 2020 · 7 yrs 1 mo
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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