Advisor at Integrated Wealth Concepts LLC
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Firm
Integrated Wealth Concepts LLC
Location
Phoenix, AZ 85012
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Michael Welborn is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades with Northwestern Mutual in various wealth management and investment roles. Integrated Wealth Concepts LLC is a national wealth management firm with a network of approximately 452 advisors serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and customized family office services through a combination of internal management and third-party asset managers.
Based on Integrated Wealth Concepts LLC
Based on Integrated Wealth Concepts LLC
Fixed fees for financial planning and family office services; fees are negotiated based on complexity and services provided.
$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%
Advisory Persons who are registered representatives earn commissions separately; commission-based compensation is in addition to advisory fees.
Hourly rates are available for financial planning services; specific rates are negotiable and disclosed on a case-by-case basis.
Account minimum: $2,500
5225 North Central Avenue, # 218
Phoenix, AZ 85012
Arizona · Texas
Integrated Wealth Concepts LLC
2021 - Present (5 years)
Northwestern Mutual Wealth Management Company
2012 - 2021 (9 years)
Northwestern Mutual Investment Management
2007 - 2021 (14 years)
Northwestern Mutual Investment Management
2000 - 2021 (21 years)
Northwestern Mutual Life
2000 - 2021 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
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FMT Investment Advisory
Series 63, Series 65
Scottsdale, AZ
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Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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