Albert Filosa
Albert Filosa is a registered investment advisor at Integrated Wealth Concepts LLC, based in Waltham, MA, with 29 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.
Fee Estimator
Location
200 5th Ave, Suite 4010, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert operates his LPL business through Integrated Financial Partners and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts LLC, dedicating full-time hours to this activity, and spends minimal time on other DBAs.
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 Registrations4 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.
Exams
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