Todd Troutner
Todd Troutner is a registered investment advisor at Integrated Wealth Concepts LLC, based in Monrovia, CA, with 25 years of industry experience. Todd 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
Monrovia, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 1986Other Business Activities
Todd owns a rental property since 1985, dedicating minimal time to it. He 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
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Morgan Stanley
Citigroup Global Markets INC.
State Registrations2 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.
Exams
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