Wen Tsai
Wen Tsai is a registered investment advisor at Integrated Wealth Concepts LLC, based in Palos Verdes Estates, CA, with 47 years of industry experience. Wen 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
719 Yarmouth Road, Suite 104, Palos Verdes Estates, CA, 90274
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Regulatory History
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 Activities
Wen is an investment advisor representative (IAR) doing business as Laurel Wealth Advisors through Integrated Wealth Concepts, LLC. This activity takes nearly full-time hours.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Laurel Wealth Advisors, INC.
Laurel Wealth Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nomura Securities International, INC.Broker
State Registrations1 state
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