Lance Leimberg
Lance Leimberg is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Haddonfield, NJ, with 22 years of industry experience. Lance 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
76 East Euclid Avenue, Suite 101, Haddonfield, NJ, 08033
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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
Lance is involved with non-variable insurance (5% of his time), Integrated Financial Partners (10% of his time), and Integrated Wealth Concepts, where he provides investment advisory services (taking about 90% of Lance's time). He also spends minimal time on real estate rental and other DBAs related to his LPL business and registered investment advisor activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.
Exams
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