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Harrison Till

15 Years of Experience
Fort Lee, NJ
Sells Insurance

Harrison Till is a registered investment advisor at Integrated Wealth Concepts LLC, based in Fort Lee, NJ, with 15 years of industry experience. Harrison 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
426 advisors
Number of Clients
24,777 clients
Average Client Portfolio
$664K average
Assets Under Management
$16.4B

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.

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Location

Fort Lee, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Harrison is affiliated with Integrated Wealth Concepts/Konvergent Wealth Partners as an investment advisor, dedicating full-time hours to this role. He also spends about 10-20% of his time on fixed insurance and has a business entity for tax purposes.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
December 2019 - December 2023 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2010 - December 2019 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - December 2019 · 9 yrs 5 mos
State Registrations3 states
CANJTX
Advisor

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.

Exams
No exam information available for this advisor.