Joseph Forlenza
Joseph Forlenza is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 26 years of industry experience. Joseph 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
185 West F Street, Suite 100, San Diego, CA, 92101
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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
Joseph is the President of the California Society of CPA's Education Foundation, an adjunct professor at the University of San Diego, a landlord, and owner of a tax preparation service. He is also a licensed insurance agent selling fixed life and long-term care insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sentra Securities CorporationBroker
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.