Integrated Wealth Strategies, LLC
Assets Under Management
$140.5M
Number of Clients
250
Number of Advisors
2
Average Client AUM
$562K
AUM per Advisor
$70.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IWS offers personalized financial planning and investment management to high net worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Services include asset management, financial planning, and consulting, with investment advice tailored to client objectives and risk tolerance.
Fee Structure
IWS charges fees based on a percentage of assets under management, hourly fees, or fixed planning fees. AUM fees range from 0.25% to 1.50% annually, and may be negotiable. Financial planning fees are typically $5,000, but can range up to $25,000 based on complexity. Hourly fees are a minimum of $300 per hour. Outside managers charge separate fees. There is no minimum to open an account.
Areas of Practice
Location
9442 N Capital Texas Hwy, Plaza 1, Suite 150, Austin, TX, 78759