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JT
PFS
JT
PFS

Jeffrey Taraboulos

Integrated Wealth Concepts LLC
15 Years of Experience
Miami, FL
Sells Insurance
View SEC Summary
View SEC Summary

Jeffrey Taraboulos is a PFS-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Miami, FL, with 15 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

9300 South Dadeland Blvd., Suite 600, Miami, FL, 33156

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeffrey is a partner/CPA at Kabat Schertzer De Le Torres, Taraboulos & Co accounting firm, dedicating nearly full-time hours to this role. He also has ownership interests in numerous real estate and holding companies, and a fixed insurance agency, but spends minimal time on these ventures.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Blueprint Wealth Alliance, LLC
March 2017 - January 2019 · 1 yr 10 mos
Sagepoint Financial, INC.
July 2012 - October 2015 · 3 yrs 3 mos
Investacorp Advisory Services INC
January 2012 - June 2012 · 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2009 - November 2011 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor

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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