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ChFC
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ChFC

Michael Dionne

Integrated Wealth Concepts LLC
42 Years of Experience
Rockland, MA
1 DisclosureBrokerSells Insurance
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Michael Dionne is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Rockland, MA, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. 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
473 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
—
View Full SEC Brochure

Location

300 Ledgewood Place, Suite 100, Rockland, MA, 02370

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History

Regulatory History (1)
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Employment Separation After Allegations
June 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael sells non-variable insurance products, including disability, long-term care, and traditional life insurance, dedicating a few hours per week. He also provides investment advisory services through Integrated Wealth Concepts and operates under various DBAs related to his LPL business, spending the majority of his time on these investment-related activities.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Lincoln Financial Advisors Corporation
January 2016 - October 2016 · 9 mos
Lincoln Financial Advisors CorporationBroker
December 2015 - October 2016 · 10 mos
Investment Professionals, INC.
July 2011 - December 2015 · 4 yrs 5 mos
Investment Professionals, INC.Broker
July 2011 - December 2015 · 4 yrs 5 mos
Cco Investment Services CORP.Broker
July 2001 - July 2011 · 10 yrs
Signator Investors, INC.Broker
August 1989 - July 2001 · 11 yrs 11 mos
Fidelity Equity Services CorporationBroker
August 1988 - August 1989 · 1 yr
John Hancock Mutual Life Insurance CompanyBroker
April 1984 - May 1997 · 13 yrs 1 mo
John Hancock Distributors, INC.Broker
April 1984 - August 1988 · 4 yrs 4 mos
State Registrations7 states
FLMAMENCNHSCUT
AdvisorBrokerBoth

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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