Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers investment management, financial planning, family office, and retirement plan advisory services. The brochure does not include a specific AUM fee schedule. Financial planning is offered as a separate service. Clients should inquire directly about specific fees for services.
Areas of Practice
Advisor Information
Office location
200 5th Ave, Suite 4010, Waltham, MA, 02451
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert operates his LPL business through Integrated Financial Partners and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts, dedicating nearly all of his time to this activity, and sells fixed life insurance, fixed annuities, disability income insurance, and long-term care insurance as an independent broker with First American Insurance Underwriters, spending a few hours per week.