Elizabeth Derway
Elizabeth Derway is a registered investment advisor at Integrated Wealth Concepts LLC, based in Manchester, CT, with 36 years of industry experience. Elizabeth 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1481 Pleasant Valley Road, Manchester, CT, 06042
Get directionsHistory
Regulatory History (2)
Regulatory
September 2010Regulatory
June 2005Other Business Activities
Elizabeth operates under several DBAs for her LPL business and owns rental real estate. She also provides administrative support to Integrated Wealth Concepts, an independent investment advisor firm, dedicating about half of her time to this activity.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
Stockcross, INC.Broker
New England Discount Brokerage, INC.Broker
State Registrations14 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.
Exams
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