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Matthew Donovan

Integrated Wealth Concepts LLC
26 Years of Experience
Rockland, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Matthew Donovan is a registered investment advisor at Integrated Wealth Concepts LLC, based in Rockland, MA, with 26 years of industry experience. Matthew 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

300 Ledgewood Place, Rockland, MA, 02370

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Denied
Customer Dispute
December 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew sells non-variable insurance products including life, health, fixed, and long-term care insurance, dedicating about 10-20% of his time to this. He is also involved with Integrated Wealth Concepts as an investment advisor and has several DBAs related to his LPL business, along with a tax preparation/accounting business and real estate rental activities.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
August 2016 - Present · 10 yrs 2 mos
LPL Financial LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - August 2016 · 1 yr 7 mos
Baystate Wealth Management
August 2012 - August 2016 · 4 yrs
New England SecuritiesBroker
August 2003 - January 2015 · 11 yrs 5 mos
Guardian Investor Services LLCBroker
September 2001 - July 2003 · 1 yr 10 mos
New England SecuritiesBroker
September 2000 - August 2001 · 11 mos
American Express Financial Advisors INC.Broker
July 1999 - October 1999 · 3 mos
Ids Life Insurance CompanyBroker
July 1999 - October 1999 · 3 mos
State Registrations20 states
AZCACOCTDCFLILMAMDMENCNHNYPARISCUTVAVTWA
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.
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