TrueAdvisor
TrueAdvisor
TD
CFP
TD
CFP

Timothy Demeritt

Integrated Wealth Concepts LLC
25 Years of Experience
Franklin, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Demeritt is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Franklin, MA, with 25 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5 East Street, Franklin, MA, 02038

Get directions

History

Regulatory History
Clean regulatory record

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

Timothy operates his LPL business under the DBAs Integrated Wealth Concepts and Integrated Partners. He also provides investment advisory services through Integrated Wealth Concepts LLC, dedicating nearly all of his time to these investment-related activities, while spending minimal time on non-variable insurance.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
October 2016 - Present · 10 yrs
LPL Financial LLCBroker
October 2016 - Present · 10 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
July 2008 - October 2016 · 8 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
August 2007 - October 2016 · 9 yrs 2 mos
Tower Square Securities, INC.Broker
June 2003 - September 2007 · 4 yrs 3 mos
Pioneer Funds Distributor, INC.Broker
June 2001 - April 2003 · 1 yr 10 mos
State Registrations7 states
FLMAMENHRISCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Franklin, MA →All financial advisors in Massachusetts →