Laura
Isgitt
Integrated Wealth Concepts LLC
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About this Advisor
Laura Isgitt is a financial advisor operating out of Lone Tree, Colorado with a total of 1 year of industry experience. Isgitt works at Integrated Wealth Concepts LLC. During their career, Isgitt has held roles at Front Range Insurance Associates, Inc and Integrated Wealth Concepts, LLC. Isgitt maintains a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Colorado. Integrated Wealth Concepts LLC is a company operating out of Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 people on staff. It oversees $8 billion in assets under management across its 17,089 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 24 charitable organizations. Of its 17,089 accounts, 37% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on the services. However, fee types billed by Integrated Wealth Concepts LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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
Laura Isgitt Work History
Laura has been registered as a financial advisor for 1 years.*
Integrated Wealth Concepts, LLC
Front Range Insurance Associates, 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 Laura Isgitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Waltham, MA
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