Homer Smith
Homer Smith is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Gig Harbor, WA, with 24 years of industry experience. Homer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
3025 Harborview Drive, Gig Harbor, WA, 98335
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Regulatory History (1)
Customer Dispute
November 2019Other Business Activities
Homer is a member of Homer Smith LLC and HWM, LLC, and also works as an M&A broker through the RIA's M&A broker service offering. He is also an IAR for Integrated Wealth Concepts, LLC, owns rental real estate, provides employee retention tax credit services, is an author, and does business consulting, dedicating minimal time to the last four activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.