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Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Piseco, NY
Integrated Wealth Concepts LLC
Enterprise
Kirk Baur is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with LPL Financial and DaVinci Financial Designs LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.
Based on Integrated Wealth Concepts LLC
Based on Integrated Wealth Concepts LLC
Fixed fees for financial planning and family office services, negotiated based on service complexity.
$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%
Advisory persons may receive separate commissions for securities and insurance sales; clients under no obligation to use them.
Hourly rates for financial planning services, negotiated based on complexity.
Account minimum: $2,500 Fee-only: Fee-only investment advisory fees based on assets under management, typically up to 2.25% annually, negotiable and customized by advisor.
Piseco, NY
Piseco NY
Advisors at this office
1
New Jersey · New York · Texas
28 years of industry experience
Integrated Wealth Concepts, LLC
2019 - Present • 7 years
Marlton, NJ
LPL Financial
2014 - 2026 • 12 years
Marlton, NJ
DaVinci Financial Designs LLC
2014 - 2019 • 5 years
Marlton, NJ
First Command Brokerage Services, inc.
2006 - 2014 • 8 years
First Command Bank
2004 - 2005 • 1 year
Fort Worth, TX
First Command Brokerage Services, inc.
2003 - 2006 • 3 years
Mount Laurel, NJ
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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