John Berry
John Berry is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Cary, NC, with 28 years of industry experience. John 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
Cary, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President of CONCERT Retirement Plan Consulting, Inc., a co-branded firm offering investment advisory services through Laurel Wealth Advisors, taking about a quarter of his time. He also serves as an Executive Officer in the United States Navy Reserves, dedicating about 10-20% of his time, and is a licensed insurance agent selling accident & health, life-only, and variable contracts since 1998.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Aria Wealth Management
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLCBroker
Concert Wealth Management
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wma Securities, INC.Broker
State Registrations3 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.