Jeffrey Engelman
Jeffrey Engelman is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Denver, CO, with 24 years of industry experience. Jeffrey 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
501 S Cherry Street, Suite 510, Denver, CO, 80246
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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
Jeffrey is an insurance agent with Prism Insurance Strategies since 2017, spending a few hours per week on this activity. He is also a Registered Investment Advisor DBA with Integrated Wealth Concepts/Prism Financial Strategies since May 2023, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Prism Financial Strategies, LLC
VisionBroker
Vision Investment Advisors, LLC
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Vision Brokerage Services, LLCBroker
State Registrations2 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.