Stephen Faberman
Stephen Faberman is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 30 years of industry experience. Stephen 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 (2)
Customer Dispute
March 2021Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Stephen has several DBAs related to his LPL business and Integrated Wealth Concepts LLC, where he provides investment advisory services, dedicating nearly full-time hours. He also has a non-variable insurance business, taking minimal time, and a partnership in DK Golf, which requires no time commitment.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investments, INC.Broker
1717 Capital Management CompanyBroker
Guardian Investor Services CorporationBroker
State Registrations3 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.