Jackleen Sawiris
Jackleen Sawiris is a registered investment advisor at Integrated Wealth Concepts LLC, based in Woodland Hills, CA, with 3 years of industry experience. Jackleen 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
21600 Oxnard Street, Suite 2000, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business Activities
Jackleen is the owner of Duffy Kruspodin LLP, a tax preparation/accounting/CPA firm, since 2013. This investment-related activity takes nearly full-time.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
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.