Paul Saganey
Paul Saganey is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 39 years of industry experience. Paul 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
200 5th Ave, Suite 4010, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Paul is involved in several business activities, primarily related to investment advisory services through Integrated Wealth Concepts LLC and DBAs. He also owns a financial marketing company, InTouch Innovations, and spends minimal time on non-variable insurance activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Cigna Financial Advisors,inc.Broker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations53 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.