Joe Hall
Joe Hall is a registered investment advisor at Integrated Wealth Concepts LLC, based in Littleton, CO, with 25 years of industry experience. Joe 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
10789 Bradford Road, Suite 204, Littleton, CO, 80127
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Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Joe is an exclusive insurance broker since 2019, dedicating minimal time to this activity. He is also involved with Totemic Enterprises LLC and Integrated Wealth Concepts LLC, spending a significant amount of time providing investment advisory services through these entities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Level Four Advisory Services
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations16 states
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.