Lisa Sakai
Lisa Sakai is a registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 14 years of industry experience. Lisa 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
12555 High Bluff Drive, Suite 210, San Diego, CA, 92130
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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
Lisa sells fixed annuities, fixed life insurance, and long-term care insurance, dedicating a few hours per week. She also works as a registered investment advisor representative (IAR) for Integrated Wealth Concepts, doing business as One Vision Retirement, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
MML Investors Services, LLCBroker
Signature Resources Capital Management, LLC
Signator Investors, 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.