Alexander Eric Alvarez

Integrated Wealth Concepts LLC

1 Year 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

9635 Maroon Circle, Suite 300, Englewood, CO, 80112

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Regulatory 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.

Other Business Activities

Alexander is a partner at Swick & Associates, LLC, a CPA firm providing accounting, tax, and payroll services. This non-investment related activity takes nearly full-time hours.