Francis Pedace
Francis Pedace is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 28 years of industry experience. Francis 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
12555 High Bluff Drive, Suite 210, San Diego, CA, 92130
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Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Francis is a licensed insurance agent in California since 1994, authorized to sell life insurance products, though he currently spends no time on this. Since February 2023, Francis is also an investment advisor representative (IAR) 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 Registrations1 state
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.