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Bradford Underdahl

Integrated Wealth Concepts LLC
29 Years of Experience
La Jolla, CA
3 Disclosures
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Bradford Underdahl is a registered investment advisor at Integrated Wealth Concepts LLC, based in La Jolla, CA, with 29 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
—
View Full SEC Brochure

Location

7979 Ivanhoe Avenue, Suite 260, La Jolla, CA, 92037

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2015
Settled
Customer Dispute
February 2013
Denied
Customer Dispute
June 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bradford is an investment advisor representative (IAR) doing business as Laurel Wealth Advisors through Integrated Wealth Concepts, LLC. This activity takes nearly all of Bradford's time during securities trading hours.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Laurel Wealth Advisors, INC.
February 2021 - March 2023 · 2 yrs 1 mo
Laurel Wealth Advisors, INC.
April 2012 - December 2020 · 8 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2012 · 2 yrs 11 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
State Registrations1 state
CA
Advisor

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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