Scott Morrison
Scott Morrison is a registered investment advisor at Integrated Wealth Concepts LLC, based in East Lansing, MI, with 31 years of industry experience. Scott 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
1504 E. Grand River Avenue, Suite 201, East Lansing, MI, 48823
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Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Scott is the owner of The Fedmen, providing federal employee benefits consultation, and an advisor with Securities America Advisors, dedicating nearly full-time hours to investment advisory services. He also sells fixed life and annuity insurance products and is co-owner of Morrison Nordmann & Associates Inc, a pass-through entity for commissions and fees, and treasurer for Cheyenne Hills Homeowners Association.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Veravest Investments, INC.Broker
Jefferson Pilot Securities 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.