Ronald Phillis is a registered investment advisor at Integrated Wealth Concepts LLC, based in Pine Plains, NY, with 14 years of industry experience. Ronald 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
Pine Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrated Wealth Concepts LLC
Previous Registrations
Ivernia Capital, LLC
Laurel Wealth Advisors, INC.
UBS Financial Services INC.
State Registrations2 states
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