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CFP
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CFP

Anthony Marotti

Integrated Wealth Concepts LLC
18 Years of Experience
Franklin Lakes, NJ
View SEC Summary
View SEC Summary

Anthony Marotti is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Franklin Lakes, NJ, with 18 years of industry experience. Anthony 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

851 Franklin Lake Road, Suite 103, Franklin Lakes, NJ, 07417

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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 Activities

Anthony is the president of the Anthony Marotti Memorial Scholarship Foundation and a board member of the Union College Fighting Dutchmen Gridiron Club, dedicating minimal time to each. He also works full-time as an Investment Advisor Representative (IAR) for Integrated Wealth Concepts, LLC, operating under the DBA Guarnieri Wealth Management.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Corrado Advisors, LLC
August 2008 - May 2020 · 11 yrs 9 mos
State Registrations1 state
NJ
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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