Integrated Wealth Management, INC.
Assets Under Management
$189.5M
Number of Clients
475
Number of Advisors
6
Average Client AUM
$399K
AUM per Advisor
$31.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrated Wealth Management, Inc. provides wealth management services including financial planning, continuous financial management, and portfolio management. They offer both discretionary and non-discretionary portfolio management services, recommending various mutual fund asset allocation models and independent investment manager programs. Fees are negotiable and billed monthly or quarterly.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
Fee Estimator
The firm offers financial planning services with fees ranging from $500 to $15,000, depending on complexity. For corporations and individuals with complex objectives, fees can range from $15,000 to $100,000. Portfolio management services are billed based on the asset value, as shown in the table above. Fees are negotiable based on the market value of assets under management. The fees charged by SEI and/or AE Wealth Management are exclusive of IWM's investment management fee.
Areas of Practice
Location
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685