Kevin Mcgrady
Kevin Mcgrady is a ChFC-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Cranston, RI, with 28 years of industry experience. Kevin 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
1000 Chapel View Blvd, Suite #200, Cranston, RI, 02920
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Kevin operates his LPL business through Integrated Financial Partners and provides investment advisory services through Integrated Wealth Concepts, spending the majority of his time on these activities. He also sells non-variable insurance products, including accident/health, disability, LTC, traditional life, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations19 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.