John Spaeth
John Spaeth is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fort Meyers, FL, with 48 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
Fort Meyers, FL
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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.
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John provides investment advisory services through Integrated Wealth Concepts LLC, starting in August 2021 and dedicating nearly full-time hours to it. He also has several DBAs related to his LPL business, spending minimal time on each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
LPL Financial LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Oppenheimer & CO., INC.Broker
Prudential Securities IncorporatedBroker
State Registrations10 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.