Il Shin
Lee
Integrated Wealth Concepts LLC
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About this Advisor
Il Shin Lee is a financial advisor working in Beverly Hills, California. Lee is an advisor for Integrated Wealth Concepts LLC. Their career trajectory has included roles at Duffy Kruspodin Llp, Integrated Wealth Concepts LLC and Landsman Frank And Bloch. Lee is able to serve investors in California. Integrated Wealth Concepts LLC is a financial advisory firm based out of Waltham, MA. It has offices in 57 locations and a total of 178 advisors. It administers $8 billion in total assets between its 17,089 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 24 charitable organizations. Of its 17,089 client accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets. Integrated Wealth Concepts LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Integrated Wealth Concepts LLC likely include any combination of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Il Shin Lee Work History
Il Shin has been registered as a financial advisor for 0 years.*
Integrated Wealth Concepts LLC
Duffy Kruspodin Llp
Landsman Frank And Bloch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Il Shin Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Concepts LLC
Huntington Beach, CA
Waltham, MA
Northbrook, IL
Solana Beach, CA
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Rockland, MA
Solana Beach, CA
Saint Joseph, MO
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