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ChFC
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ChFC

Judith Chimenti

Integrated Wealth Concepts LLC
45 Years of Experience
North Hampton, NH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Judith Chimenti is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in North Hampton, NH, with 45 years of industry experience. Judith 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
480 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
—
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Location

8 Boutilier Lane, North Hampton, NH, 03862

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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.

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Other Business ActivitiesSells Insurance

Judith is involved with non-variable insurance, dedicating about 10-20% of her time to it. She also dedicates all of her time to Integrated Wealth Concepts LLC, providing investment advisory services, and spends minimal time on Integrated Partners.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
July 2015 - November 2016 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
July 2015 - November 2016 · 1 yr 4 mos
LPL Financial LLC
October 2011 - November 2014 · 3 yrs 1 mo
LPL Financial LLCBroker
May 2004 - July 2015 · 11 yrs 2 mos
Linsco/private Ledger CORP.
May 2004 - December 2004 · 7 mos
Ws Griffith Securities, INC.
February 2002 - June 2004 · 2 yrs 4 mos
Ws Griffith Securities, INC.Broker
August 1993 - June 2004 · 10 yrs 10 mos
Phoenix Equity Planning CorporationBroker
April 1981 - August 1993 · 12 yrs 4 mos
State Registrations6 states
CACOCTMANHSC
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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