Jeffrey Armstrong
Jeffrey Armstrong is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 23 years of industry experience. Jeffrey 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
4000 Legato Rd, Suite 410, Fairfax, VA, 22033
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Regulatory History (1)
Customer Dispute
September 2020Other Business ActivitiesSells Insurance
Jeffrey operates his LPL business through Integrated Financial Partners and Integrated Wealth Concepts, spending nearly all of his time providing investment advisory services. He also spends about a quarter of his time on JMA Wealth Management for tax/investment purposes and a minimal amount of time on a family personal loan.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations17 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.