Philip Masi
Philip Masi is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Naples, FL, with 33 years of industry experience. Philip 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
Naples, FL
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Regulatory History (2)
Customer Dispute
December 2024Customer Dispute
September 2003Other Business ActivitiesSells Insurance
Philip is involved in several business activities, including serving as a DBA for LPL business, real estate rentals, and providing investment advisory services through Integrated Wealth Concepts. He also works as an agent for New York Long-Term Care Brokers, LTD and National Long-Term Care Brokers, LLC, spending about half of his time on this activity.
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 Investments, 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.