Erica York is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fresno, CA, with 26 years of industry experience. Erica 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
5 River Park Place West, Suite 205, Fresno, CA, 93720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erica works as a Senior Operations Associate at M.S. Howells & Co., a broker-dealer, dedicating minimal time to client service. She is also an advisor at Integrated Wealth Concepts, LLC (DBA: Strong Valley Wealth & Pension, LLC), spending nearly full-time hours as an IA and RIA. Erica co-owns rental property with her husband, but does not spend time managing it.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
M. S. Howells & CO.Broker
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
State Registrations8 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.