Samson Dooley is a registered investment advisor at Integrated Wealth Concepts LLC, based in San Diego, CA, with 2 years of industry experience. Samson 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.
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Samson works as a business development analyst for LPL Financial since September 2022. This activity takes up his full-time work hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
State Registrations1 state
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