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CFP
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CFP

Susan Ahern-Wiercinski

Integrated Wealth Concepts LLC
42 Years of Experience
Waltham, MA
Sells Insurance
View SEC Summary
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Susan Ahern-Wiercinski is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 42 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

200 5th Ave, Suite 4010, Waltham, MA, 02451

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History

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.

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Other Business ActivitiesSells Insurance

Susan operates her LPL business through Integrated Financial Partners and Integrated Wealth Concepts. She also sells non-variable insurance, dedicating about 10% of her time to this activity.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
November 2016 - Present · 9 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
November 2016 - December 2022 · 6 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
July 2015 - December 2016 · 1 yr 5 mos
Lincoln Financial Advisors Corporation
July 2015 - December 2016 · 1 yr 5 mos
Cowen and CompanyBroker
July 1998 - July 2014 · 16 yrs
Cowen & CO.Broker
November 1982 - July 1998 · 15 yrs 8 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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