John. Exner
John. Exner is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Alexandria, VA, with 22 years of industry experience. John. 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
5680 King Centre Drive, Suite 600, Alexandria, VA, 22315
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Regulatory History (1)
Regulatory
July 2021Other Business ActivitiesSells Insurance
John is an investment advisor representative (IAR) with Integrated Wealth Concepts, LLC, dedicating nearly full-time hours to this role. He also owns Exner Enterprises, INC and Exner, INC, holding companies for leases and liabilities, and is involved in a future small fishing and tour business, Salt Life Tours, and teaches SCUBA diving, dedicating minimal time to each. He also serves as Vice President on his HOA board.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Davinci Financial Designs
LPL Financial LLCBroker
First Command Advisory Services
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations3 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.