Pamela Rodriguez
Pamela Rodriguez is a CFP, ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Golden, CO, with 21 years of industry experience. Pamela 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
14143 Denver W Parkway, Suite 100, Golden, CO, 80401
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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
Pamela uses PR Planning LLC for tax and investment purposes related to her financial planning business, dedicating about a quarter of her time. She also operates as a Registered Investment Advisor under the DBA Phoenix Wealth Strategies full-time and is a non-variable insurance agent, spending a few hours per week on this.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLC
Davinci Financial Designs
Davinci Financial Designs
LPL Financial LLCBroker
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.