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Joshua Stark

Integrated Wealth Concepts LLC
24 Years of Experience
Fairfax, VA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Joshua Stark is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 24 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. 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

4000 Legato Rd, Suite 410, Fairfax, VA, 22033

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Denied
Customer Dispute
December 2008
Denied
Customer Dispute
December 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua operates his LPL business under Integrated Financial Partners and Integrated Partners DBAs. He also provides investment advisory services through Integrated Wealth Concepts, dedicating about a quarter of his time, and sells non-variable insurance, also dedicating about a quarter of his time.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
November 2013 - October 2016 · 2 yrs 11 mos
Lincoln Financial Advisors Corporation
November 2013 - October 2016 · 2 yrs 11 mos
Ameriprise Financial Services, INC.
June 2002 - November 2013 · 11 yrs 5 mos
Ameriprise Financial Services, INC.Broker
May 2002 - November 2013 · 11 yrs 6 mos
Ids Life Insurance CompanyBroker
May 2002 - July 2006 · 4 yrs 2 mos
State Registrations27 states
CACODCDEFLGAIDILMAMDMIMTNCNENHNJNMNVNYOHORPASCTXVAWAWV
AdvisorBrokerBoth

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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