AN
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Advisor Information
Office location
Salem, MA
Get directionsRegulatory History
Clean regulatory record
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 Activities
Ajay works as a CPA for Robert A Cooper CPA, PC, dedicating nearly full-time hours to this non-investment related activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
December 2021 - Present · 4 yrs 1 mo
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.