John Paladino
John Paladino is a registered investment advisor at Integrated Wealth Concepts LLC, based in Carlsbad, CA, with 25 years of industry experience. John 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
701 Palomar Airport Road, Suite 300, Carlsbad, CA, 92011
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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
John is the Executive Director and Managing Partner of Sterling Global Strategies/Sterling Wealth Management, spending most of his time on this. He is also a registered representative with APW Capital, owns TerraGear Products, is a licensed insurance agent selling life, health, and variable annuity products, and provides investment advisory services through Integrated Wealth Concepts LLC.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Apw Capital, INC.Broker
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Aurora Private Wealth, INC.
Sterling Global Strategies, LLC
Sterling Global Strategies LLC
Comprehensive Asset Management and Servicing, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.