Michael
Haig
Integrated Wealth Concepts LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Haig is a financial advisor working in Carlsbad, California. Haig is an employee of Integrated Wealth Concepts LLC. Over the course of their career, they have held roles at Sterling Wealth Management Group, Inc, Aurora Private Wealth, Sterling Global Strategies, LLC, Laurel Wealth Advisors, Inc, Apw Capital, Inc and Integrated Wealth Concepts, LLC. Haig maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. Integrated Wealth Concepts LLC is a company that has its headquarters in Waltham, MA. The company has offices in 57 locations and a total of 178 employees. It has $8 billion in assets under management across its 17,089 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 17,089 client accounts, 37% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on which service is offered. However, fees billed by Integrated Wealth Concepts LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Michael Haig Work History
Michael has been registered as a financial advisor for 0 years.*
Integrated Wealth Concepts, LLC
Laurel Wealth Advisors, Inc
Sterling Global Strategies, LLC
Aurora Private Wealth
Apw Capital, Inc
Sterling Wealth Management Group, Inc
*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 Michael Haig 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
Northbrook, IL
Huntington Beach, CA
Solana Beach, CA
Saint Joseph, MO
Waltham, MA
Rockland, MA
Waltham, MA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
