TrueAdvisor
TrueAdvisor
JC
JC

Jeremy Commeret

Integrated Wealth Concepts LLC
23 Years of Experience
Visalia, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy Commeret is a registered investment advisor at Integrated Wealth Concepts LLC, based in Visalia, CA, with 23 years of industry experience. Jeremy 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

2416 W Main Street, Visalia, CA, 93291

Get directions

History

Regulatory History (1)
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
September 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeremy is involved in several business activities, including Hermes Wealth Strategies, Integrated Financial Partners/Wealth Concepts, Apollo Accountancy Solutions, and multiple real estate rental companies. He also coaches for South Valley United Soccer Club and sells non-variable insurance, dedicating about half of his time to Hermes Wealth Strategies, Inc.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
April 2019 - Present · 7 yrs 6 mos
LPL Financial LLC
February 2014 - Present · 12 yrs 8 mos
LPL Financial LLCBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2025 - July 2026 · 1 yr
Independent Financial Partners
February 2014 - April 2019 · 5 yrs 2 mos
Waddell & Reed
February 2006 - February 2014 · 8 yrs
Waddell & Reed, INC.Broker
February 2006 - February 2014 · 8 yrs
Linsco/private Ledger CORP.Broker
February 2006 - February 2006 · 0 mos
Linsco/private Ledger CORP.
February 2006 - February 2006 · 0 mos
Waddell & Reed, INC.
September 2003 - February 2006 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
September 2003 - February 2006 · 2 yrs 5 mos
State Registrations23 states
ARAZCACOCTDCFLHIIAIDINMOMTNENVNYOHRITNTXUTWAWI
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.
More Advisors
More financial advisors in Visalia, CA →All financial advisors in California →