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Gulsanga Jalawan

Integrated Wealth Concepts LLC
23 Years of Experience
Arlington, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Gulsanga Jalawan is a registered investment advisor at Integrated Wealth Concepts LLC, based in Arlington, VA, with 23 years of industry experience. Gulsanga is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3100 Clarendon Blvd, Suite 250, Arlington, VA, 22201

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History

Regulatory History (1)
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Customer Dispute
April 2022
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gulsanga sells disability, traditional life, and term life insurance products, dedicating a few hours per week to this activity. He also operates through several DBAs and is an investment advisor representative (IAR) with Integrated Wealth Concepts, spending the majority of his time on advisory services.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
October 2011 - October 2016 · 5 yrs
Lincoln Financial Advisors Corporation
October 2011 - October 2016 · 5 yrs
Ameriprise Financial Services, INC.
May 2003 - October 2011 · 8 yrs 5 mos
Ameriprise Financial Services, INC.Broker
April 2003 - October 2011 · 8 yrs 6 mos
Ids Life Insurance CompanyBroker
April 2003 - September 2004 · 1 yr 5 mos
State Registrations13 states
ARCACODCFLINMDNCNYORPASCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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