Gulsanga Jalawan
Gulsanga Jalawan is a registered investment advisor at Integrated Wealth Concepts LLC, based in Arlington, VA, with 22 years of industry experience. Gulsanga 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
3100 Clarendon Blvd, Suite 250, Arlington, VA, 22201
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other 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
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.