Fernando Perez
Fernando Perez is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 32 years of industry experience. Fernando 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 Fifth Avenue, Suite 4010, Waltham, MA, 02451
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Regulatory History (2)
Customer Dispute
August 2010Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Fernando sells non-variable insurance products, including life, LTC, fixed, health, and disability insurance, dedicating minimal time. He also owns rental real estate and is involved with Integrated Wealth Concepts and Integrated Financial Partners, spending the majority of his time providing investment advisory services through Integrated Wealth Concepts.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.