Michael Dionne
Michael Dionne is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Rockland, MA, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
300 Ledgewood Place, Suite 100, Rockland, MA, 02370
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2011Other 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
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Cco Investment Services CORP.Broker
Signator Investors, INC.Broker
Fidelity Equity Services CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations7 states
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.