Frank Stuart
Frank Stuart is a registered investment advisor at Integrated Wealth Concepts LLC, based in Manalapan, NJ, with 24 years of industry experience. Frank 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
195 US Highway 9, Suite 202, Manalapan, NJ, 07726
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2022Customer Dispute
September 2018Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Frank is involved in several business activities, including Financial Educators Network LLC, seminar presentations, and Precision Financial Strategies. He also dedicates a significant amount of time (about half) to Integrated Wealth Concepts, LLC, providing investment advisory services, and spends minimal time on Stuart Financial Group Inc.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations16 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.