Advisor at Integrated Wealth Concepts LLC
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Firm
Integrated Wealth Concepts LLC
Location
Holmdel, NJ 07733
Credentials
Series 65
Industry experience
< 1 year
Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and over 21 years of experience as a CPA at Connolly, Switaj, Fogler & Co LLP. He began his advisory role at Integrated Wealth Concepts in 2025. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios with a generally long-term investment orientation.
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
2137 State Route 35, Suite 360
Holmdel, NJ 07733
New Jersey
Integrated Wealth Concepts LLC
2025 - Present (1 year)
Connolly, Switaj, Fogler & Co LLP
2005 - Present (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
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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.
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