TrueAdvisor
TrueAdvisor
BP
CFP · ChFC
BP
CFP · ChFC

Benjamin Payton

Integrated Wealth Concepts LLC
8 Years of Experience
Cody, WY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Benjamin Payton is a CFP, ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Cody, WY, with 8 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. 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
473 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

1438 Sheridan Avenue, Suite 101, Cody, WY, 82414

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin is an investment advisor representative (IAR) with Integrated Wealth Concepts, LLC, dedicating about half their time to providing investment advisory services. Benjamin also operates under several DBAs and spends minimal time on entities related to LPL business, and a few hours per week as a non-variable insurance agent.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2025 - July 2026 · 1 yr 3 mos
Level Four Advisory Services
June 2020 - August 2021 · 1 yr 2 mos
LPL Financial LLC
June 2020 - July 2022 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
August 2018 - April 2020 · 1 yr 8 mos
State Registrations12 states
CACOFLIDKYMTNDNENVUTWAWY
AdvisorBrokerBoth

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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