Martin Eisenstein is a registered investment advisor at Integrated Wealth Concepts LLC, based in Secaucas, NJ, with 4 years of industry experience. Martin 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
Secaucas, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin owns Martin D. Eisenstein, CPA & Attorney at Law, providing legal and accounting services since 1986, taking about half of his time. He is also the sole member of Intelligent Family Office Group, LLC and owner/CEO of Intelligent Business Management Corp., dedicating about 10-20% of his time and about a quarter of his time respectively.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Rmr Wealth Builders, INC.
Financial Gravity Family Office Services, LLC
Forta Financial Group, INC.
State Registrations1 state
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