Laura Fleming
Laura Fleming is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 29 years of industry experience. Laura 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)
Employment Separation After Allegations
February 2016Other Business Activities
Laura owns rental real estate and operates under several DBAs related to her LPL business and Integrated Wealth Concepts, LLC. She dedicates about half her time to providing investment advisory services through Integrated Wealth Concepts, LLC, and full-time hours during securities trading.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Distributors, INC.Broker
Directed Services LLCBroker
Crossroads Capital Distributors, LLCBroker
Metlife Investors Distribution CompanyBroker
Proequities, INC.Broker
Lincoln Financial Distributors, INC.Broker
AXA Distributors, LLCBroker
American Skandia Advisory Services, INC.
American Skandia Marketing, INC.Broker
Mfs Fund Distributors, INC.Broker
Mfs Financial Services, INC.Broker
State Registrations17 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.