Integrated Wealth Concepts LLC
Assets Under Management
$15.2B
Number of Clients
24,115
Number of Advisors
395
Average Client AUM
$629K
AUM per Advisor
$38.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrated Wealth Concepts provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses and retirement plans. Services include investment management, financial planning, family office services, and retirement plan advisory services. They customize wealth management solutions through personal client contact and interaction.
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
Location
200 5th Avenue, 4th Floor, Waltham, MA, 02451