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
Get directionsRegulatory History
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
Andrew is affiliated with Universal Insurance Services, Integrated Financial Partners, and Integrated Wealth Concepts LLC. He provides investment advisory services through Integrated Wealth Concepts LLC and spends full-time on this activity, and dedicates a few hours per week as an insurance agent.