Melissa Marin
Melissa Marin is a registered investment advisor at Integrated Wealth Concepts LLC, based in Escondido, CA, with 23 years of industry experience. Melissa 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
533 S. Vinewood Street, Escondido, CA, 92029
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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
Melissa is a registered investment advisor representative (IAR) doing business as RetirementDNA through Integrated Wealth Concepts, LLC, dedicating full-time hours to this role. Melissa also sells non-variable insurance products, including fixed annuities, fixed life, and long-term care insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Manning Wealth Management, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
John Hancock Distributors LLCBroker
HUB International Investment Services INC. (hiis)
HUB International Investment Services INC.Broker
Financial Telesis INCBroker
Financial Telesis, INC.
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
National Planning CorporationBroker
North Island Credit Union
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Pruco Securities CorporationBroker
State Registrations1 state
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.