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Dustin Briquelet

Integrated Wealth Concepts LLC
33 Years of Experience
San Diego, CA
4 Disclosures
View SEC Summary
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Dustin Briquelet is a registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 33 years of industry experience. Dustin 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
480 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
—
View Full SEC Brochure

Location

San Diego, CA

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2009
Award / Judgment
Customer Dispute
October 2008
Settled
Customer Dispute
May 2008
Denied
Criminal
May 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Dustin is a board member of the Dillon Foundation, which supports underprivileged children, dedicating minimal time during trading hours and a few hours per week during non-trading hours. Dustin is also an Investment Advisor Representative (IAR) with Integrated Wealth Concepts, LLC, operating as Laurel Wealth Advisors, dedicating nearly full-time hours.

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.
December 2012 - December 2020 · 8 yrs
UBS Financial Services INC.Broker
July 2005 - December 2012 · 7 yrs 5 mos
UBS Financial Services INC.
July 2005 - December 2012 · 7 yrs 5 mos
Citigroup Global Markets INC.
July 1997 - July 2005 · 8 yrs
Citigroup Global Markets INC.Broker
January 1997 - July 2005 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1993 - January 1997 · 3 yrs 3 mos
Chatfield Dean & CO., INC.Broker
July 1993 - September 1993 · 2 mos
Reynolds Kendrick Stratton, INC.Broker
June 1993 - June 1993 · 0 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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