Jeffrey Lacross is a CFP, PFS-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Beverly, MA, with 11 years of industry experience. Jeffrey 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.
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
900 Cummings Center Suite 411-J, Beverly, MA, 01915
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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 Activities
Jeffrey is employed as a tax manager for LaCross Financial Advisors since 2017, providing accounting, tax, and consulting services. He acts in an advisor capacity as needed, spending the rest of his time on tax and financial planning and consulting work.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Caturano Wealth Management, LLC
State Registrations1 state
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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