Andrew J Ross

CFP

Integrated Wealth Concepts LLC

17 Years of Experience

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Firm Information

Integrated Wealth Concepts LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

395 advisors

Number of Clients

24,115 clients

Average Client Portfolio

$629K average

Assets Under Management

$15.2B

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

200 5th Ave, Suite 4010, Waltham, MA, 02451

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Regulatory History (1)

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Customer Dispute

February 2024

Pending

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Other Business ActivitiesSells Insurance

Andrew sells non-variable insurance products (health, disability, fixed, and life) and dedicates about 10-20% of his time to this. He is also involved with Integrated Financial Partners/Wealth Concepts as an investment advisor and has real estate rental activities through W.A.G. Estate, LLC.