Roxana Gomez
Roxana Gomez is a registered investment advisor at Integrated Wealth Concepts LLC, based in Chula Vista, CA, with 9 years of industry experience. Roxana 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
821 Kuhn Drive, Suite 204, Chula Vista, CA, 91914
Get directionsHistory
Regulatory History (1)
Criminal
November 2014Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Mma Securities LLC
Mma Securities LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
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
More Advisors
- Cesar Padilla, CFPEdward Jones
- Edward Devine, CFPRoth Builder Investments
- Charles Manih, CFAXpand Investment LLC
- Mary Storjohann, CFPAllora Wealth, LLC
- Dennis Notchick, CFPCetera Investment Advisers LLC
- Aries Jimenez, CFPOsaic Wealth, INC.