William Smith
William Smith is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 18 years of industry experience. William 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
4000 Legato Rd, Suite 410, Fairfax, VA, 22033
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Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
William has multiple DBAs for his LPL business and is an IAR for Integrated Wealth Concepts LLC, spending nearly all of his time on these activities. He is also an agent for Brokers' Service Marketing Group, selling non-variable insurance, dedicating minimal time to this.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations24 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.