Christopher Whalen
Christopher Whalen is a registered investment advisor at Integrated Wealth Concepts LLC, based in Coral Springs, FL, with 26 years of industry experience. Christopher 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
Coral Springs, FL
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Regulatory History (1)
Regulatory
May 2021Other Business ActivitiesSells Insurance
Christopher is an agent selling individual and group life insurance since 2014, dedicating a few hours per week to this activity. He spends minimal time on this during SEC trading hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
MML Investors Services, LLCBroker
Signature Resources Capital Management, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations2 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.