Michael Haig
Michael Haig is a registered investment advisor at Integrated Wealth Concepts LLC, based in Carlsbad, CA, with 30 years of industry experience. Michael 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
701 Palomar Airport Road, Suite 300, Carlsbad, CA, 92011
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2009Customer Dispute
July 2008Customer Dispute
March 2008Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent selling life and variable contracts insurance products, dedicating minimal time to this activity. He is also involved in several businesses, including Sterling Global Strategies, Haig Oceanside Inc. (Hamey Sushi Oceanside), Haig Redlands LLC (real estate brokerage), Haig & Haig Properties, Integrated Wealth Concepts LLC (Sterling Global Strategies), and Harney Poway Inc. restaurant.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Aurora Private Wealth, INC.
Sterling Global Strategies, LLC
Apw Capital, INC.Broker
Sterling Global Strategies LLC
Torrey Pines Securities, INC.Broker
Torrey Pines Securities, INC.
Sterling Wealth Management Group, INC.
Nrp Advisors, INC.
Nrp Financial, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.