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ChFC

Neal Albritton

Integrated Wealth Concepts LLC
20 Years of Experience
Creve Coeur, MO
Sells Insurance
View SEC Summary
View SEC Summary

Neal Albritton is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Creve Coeur, MO, with 20 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

4 Cityplace Drive, Suite 400, Creve Coeur, MO, 63141

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Neal is an independent insurance agent for various independent insurance companies and an investment advisor representative (IAR) since March 2025. He dedicates full-time hours to these activities during securities trading hours.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Cwm, LLC
August 2019 - April 2025 · 5 yrs 8 mos
Cambridge Investment Research Advisors, INC.
April 2013 - August 2019 · 6 yrs 4 mos
Cambridge Investment Research, INC.Broker
April 2012 - August 2019 · 7 yrs 4 mos
Planmember Securities CorporationBroker
May 2006 - April 2012 · 5 yrs 11 mos
State Registrations2 states
MOTX
Advisor

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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