Christopher Cavallaro
Christopher Cavallaro is a registered investment advisor at Integrated Wealth Concepts LLC, based in Lighthouse Point, FL, with 35 years of industry experience. Christopher 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
Lighthouse Point, FL
Get directionsHistory
Regulatory History (9)
Customer Dispute
December 2024Customer Dispute
October 2024Customer Dispute
August 2024Customer Dispute
July 2023Customer Dispute
May 2023Customer Dispute
January 2023Customer Dispute
July 2022Customer Dispute
April 2022Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Christopher sells non-variable insurance products, including life, long-term care, health, and disability, dedicating minimal time to this. He also owns rental real estate and provides investment advisory services through Integrated Wealth Concepts, spending nearly full-time on the latter.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations23 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.